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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

Why can't I enforce MFA on our org/team accounts
Hi, I have two situations: My admin account which I am using for this question does not have any MFA tab able to enable 2FA. I only have Authentication section on the Admin Center which is not helpful either. 2FA does not exist as well on my teams individual accounts which means we can't enforce any 2FA. Does this have to…
Saving rich sheet as a template for new clients
I have rich workspace with multiple sheets, links, formulas, forms, reports and workflow and sample data. I want to be able to save and restore the package for new clients in their own workspaces. How can this be done? I note that Request Backup and Export does not provide this functionality.
Merged: Sharing through Control Center
This discussion has been merged.
Create new document/grid/etc. in existing workspace
Currently, when I select the Create button in the left menu, I can select from a number of templates and document types but it automatically puts it into a new workspace. I need the option to add this to an existing workspace. Rarely ever do I want to create a new workspace. If I do, I'll go to my folders! How is this not…
Return the full set of properties for every object type in Smartsheet
Before I explain my suggestions, I would first like to give some context on how I use the Smartsheet API. I develop implementations for SQL connectivity interfaces such as JDBC, ODBC, ADO.NET, etc. for various sources (one of those sources being Smartsheet). I use the Smartsheet API to get data for the main resources in…
Some team members can't assign others
We've recently started a new ticketing system on my team using Smartsheet. Overall it's going well, except for some reason, some of my team members are unable to assign tickets to others. The names don't show up when they start to type it in. I've checked, and they have the same access as everyone else. What could be…
How to export smartsheet project plan to a powerpoint slide
How to export Smartsheet project plan to a PowerPoint slide without using any other paid app like Office-timeline pro+ etc. Is there a connection between Smartsheet and PowerPoint through simple export option or some such integration.
Merged: Folder Level Security
This discussion has been merged.
Row in a Sheet Disappeared
Wondering if anyone has any insights on this: My team is using a sheet to maintain items in a RAID Log. Yesterday, an entire row in the sheet just disappeared. Today, it reappeared. Has anyone seen that before?
Admin Access
I'm one of two Admins for Smartsheet for the city government. We're very guarded when handing out licenses and have guidelines for Workspace creation. One of those guidelines is that they have to add both Admins to their workspaces (w/admin permissions) so that when they run into problems, we can easily help. We still get…
Dashboard
Hi Team, I'm having trouble pulling data from a sheet into a dashboard, it won't let me select the tabs I'd like to use. Any tips?
Updated User Role/Permissions to allow Template Sheet Creation by ALL EDITORS/Admins/Owners
Allow Templated New Sheet Creation by ALL EDITORS/Admins/Owners. I understand restricting new grid/report/etc. creation WITHOUT A TEMPLATE to all Editors/Below. However, restricting Templated new sheet creation for Editors/Above defeats the point of creating a template to allow team based scalable project workflows. The…
Has anyone used remote staffing (like CrewBloom) to support Smartsheet workflows?
Has anyone here used remote staffing support (like CrewBloom) to help manage Smartsheet projects more efficiently?
Which .NET Version and Smartsheet SDK Should I Upgrade To for 2026 Endpoint Deprecations?
Hi Everyone, I have a Console Application that was developed using .NET Core 3.1 and Smartsheet SDK version 2.126.0. The application currently uses the following endpoints, which are scheduled to be deprecated in early 2026: GET /workspaces/{workspaceId}/folders GET /workspaces GET /workspaces/{workspaceId} GET…
Copying row from one sheet to another
Hello, I am trying to copy a row from someone else's intake sheet into one of my intake sheet using a templated automation. However, when I try to add the automation to the other user's sheet I can't find my sheet. Do both Intake sheets need to be in the same workspace for this type of automation to work?
I upgraded from free to pro. I cannot access my sheets or Smartsheet support. Help?
I recently upgraded to a paid Pro account. The day I upgraded I could access everything I had created. I created a new sheet and it put it in a new untitled workspace. When I went back to access my other (previously created) Workspace today, I get a message "An error has occurred in Smartsheet." I've logged out and logged…
Warning when adding items to a collection
Hi everyone! I have a workspace. I created a collection within that workspace. I add items from that same workspace to the collection. For any item selected within that workspace, I get a warning that I am adding items from outside of the workspace. Everything works fine afterwards but that is still annoying to get an…
Drag-and-Drop in Workspaces now generally available!
October 28, 2025 Users can now reorganize Smartsheet items in Workspaces quickly by dragging items between Workspaces folders and subfolders. Drag-and-Drop movements will simplify how users organize Smartsheet items between folders quickly and with ease. Environment Availability: All Plan Availability: All Subscription…
Workspace Access Approval Role
Hi, I am part of a very large organization where hundreds will have Admin access to hundreds of Workspaces in order for them to contribute and make full use of Smartsheet features. Currently All Smartsheet workspace Admins receive Workspace access email alerts. Which means hundreds of team members will effectively be…
Plan level visibility in Workspaces now available
October 15, 2025 Users will now know which plan their workspaces belong to with a new plan identification chip located at the top of the Workspace panel. Learn More Environment Availability: Commercial US, Commercial EU, Commercial AU Plan Availability: All Subscription Model Availability: Legacy and USM Stay informed by…

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