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HOW TO: Duplicate / Copy a Group
Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Formula to add Months to Date
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…

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Recent Discussions

Is it possible to send an email from a form flow with an attachment (which is a question from the form)?
Is it possible to send an email from a form flow with an attachment (which is a question from the form)?
Philippine Mobile Number
Please add mobile number input for Philippine region. Currently, we're doing a workaround where we only allow numbers to a field in a form, but it's unintuitive. Our country code is "+63" Thanks
Form Builder recently removed the actual column name in the right sidebar
The form builder recently removed the actual name of the column. You would need to edit Field Type to see that data. Is there a setting that can be turned back on? Some of my forms are incredibly long and labels (now titles) have the same name due to the nature of the build. Being able to see 1.1 Primary Contact Name and…
I am unable to get Microsoft Form responses to my Smartsheet Sheet
I am using Microsoft Power Automate to create a flow to help me load responses from my Microsoft forms to Smartsheet. It fails during testing and I get the following error:'Insert_row' failed: Please supply at least 1 property when inserting a row. I have tried the following 1) the number and names of the columns in…
Unable to delete earlier smartsheets
Hi, Recently reactivated a lapsed subscitpion that I had earlier. Now I am unable to delete the sheets that are no longer required. I get error messages stating that I do not have rights to delete - but i created them myself and as of now I am the only user. Please help
I'd love to have a second row of headers
I don't even need them to be all that functional. Just be able to group Columns, allow me to open/close the entire group, and be able to use it in curly brackets to bring the entire group at once into a notification. Sorta like Parent rows, but for columns. It not only helps with speed of development, but also in the…
Form did not populate a required field
I have a form and the first question is a required field. However, I have five entries (out of approximately 400) that have come into the sheet with no data for this required field. Has anyone seen this before? Any clue how this happened? Here's what I've checked: blank space is not an option (form won't let me submit)…
Multiple Forms on single Sheet
I am wanting to have a sheet that is going to have all of our production records on it. The office manager will enter all of the work order information with 1 form, and someone in Quality will enter the measurements on another form. If I have the Primary Column as each part's serial number, will the measurement info be…
Forms - Against Logic settings, not all fields pop up in case of multiple choice.
Hi, in a form under a sheet I have one field with a multiple choice dropdown, and each of the option is linked with Logic with another field (also a multiple choice dropdown if it matters). If I choose only one of the options in the field 1, the correct new field appears, but in case of multiple choices, I get either only…
No forced refresh in the middle of editing form logic
Form Logic can be very tricky, and when you send me a popup that I can't X out of to save first, all I can do is click refresh, that ruined everything I was working on! What a waste of time!😡
Where is my Smartsheet Form User's Entry?
Missing Form Entry Help Needed. Here's my troubleshooting steps so far: Confirmed Link used is correct and it's entries land on the Form Smartsheet Confirmed no sheet filters or hidden columns Confirmed row entry nowhere on sheet, not on bottom Form shows "3 Submissions"
Seeking ideas and best practices for centralized intake form
The communications and marketing functions at our company recently all merged into one large team. We're now working on creating a new, centralized intake form to capture all incoming requests. However, several functions (e.g., employee comms, graphics, events) have existing Smartsheet forms that they've been using for…
Autopopulate Cells Else New Entry
I am trying to create a New Order Entry form. I have a dropdown list that references our customer sheet. If the customer is not listed, you can choose "(NEW CUSTOMER)", which allows more fields to open up to add the new customer info. If the customer is listed, can I have the address autopopulate into the appropriate…
Timestamp Columns
Hi Smartsheet Community! 👋 I'm hoping to get some guidance on automatically capturing timestamps based on checkbox triggers. Here's my setup: I have a sheet with multiple checkbox columns, each representing a specific action: ✅ Receiving Call ✅ Insurance Approval ✅ Transfer What I'd like to achieve is having a dedicated…
What Smartsheet templates are you using for clinical trial tracking?
Hey guys. Currently, I’m in clinical operations. I got a bunch of Phase II & III clinical trials in Smartsheet. We moved from Excel a few months back and still don't know the best way to set things up! The main difficulties I encounter are as follows: Tracking site activation in multiple states it's too dark Enrolling…
Lock button for form
I would like to have a lock button on the form fields so that when using the form for multiple entries that have duplicate information the field can be "locked" so it saves that information for the next entry and it eliminates having to enter duplicate information. We have seen this functionality when using a form to save…
Can deleted sheets, workspaces and automations from a deactivated user be recovered?
We had a licensed user delete several files before leaving our organization. All of the sheets he owned have been transferred to someone else. However, there was one form we could not retrieve - Themed/Research Session Submission Form. Is there a way to recover that form? Any help is appreciated. Beverly Vance AMATYC…
Workflows Keep the Work Flowing Leak-Free
I cannot emphasize enough - Smartsheet is my tool of choice for process management with full integrity and now process leakage. From the Forms that allow you to auto populate the Grids to collect data to analyze and present in a Dashboard, Smartsheet process management is completely self contained. I recently implemented a…
Merged: Courier Log
This discussion has been merged.
Update Dropdown List
Is there a way to automatically update my dropdown list for a form if I have a new item added? I have a New Order Entry form. I have a dropdown list of customers, but if it is a new customer, there is a checkbox to allow more fields to open up to enter that information. If that information is added, it gets copied to a…

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