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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

Formula history is now viewable in Cell History in table view
February 09, 2026 Users can now view the history of any formulas entered into a cell using the Cell History feature in table view (an improvement over the current grid view experience). Learn More Environments availability: Commercial US, Commercial EU, Commercial AU Plan availability: Pro, Business, Enterprise, Advanced…
Need Help With Date Calculation Formula
Hello, I have 2 date columns. I put a test sheet together for a visual reference. The Date 2 column needs a formula to calculate whichever date 39-45 days out is a Friday. Any help would be greatly appreciated.
CountIfs Formula between two criteria
I am trying to do a formula that will pick up the tester and also if it is between a set of range of dates. I did one formula picking up the name, and one doing the set of dates. When I combine the two, I am not able to get it to work. Could someone tell me what I am doing wrong. I am hoping this formula will show the…
Permanent Row ID's without using Auto-ID
Is there a trick to creating a column of unique values for each row that will not change after it is created? I cannot use Auto-ID because the row then gets copied to another sheet that utilizes Auto-ID and Smartsheet limits that. I'm stuck and ChatGPT keeps making recommendations that don't work.
Dynamic Dashboard Filters
I would like to add two dynamic filters as a widget within my Dashboard to define a date range (start and end date) which would then return a count value to that same Dashboard. I have been searching for answers but am not coming up with the solution I'm looking for. What is the cleanest way to configure this?
Autopopulate / Copy Certain Cells To Another Sheet
I have a sheet that has all of our orders on it. I have other sheets "Gantt" for each machine. I want each machine sheet to auto populate every order that is assigned to it, when an order gets assigned to the machine. I don't want to set an automation to copy the row from the orders sheet to the machine sheet because I…
Anyone resolved 'automatically adding rows to a sheet based on a trigger value' ?
Hi Community Facing a problem many others have posted about, but haven't seen a solution yet and wondered if it had been solved. I want to be able to add a row on a resource sheet for each project resource once a project has been set to 'X' on a Projects sheet. I have tried through automations but the daisy-chain limit…
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…
Record Approved By Email/Name
Hello- There's been a few question/discussions on this topic, but they are a but they are older posts. I'm trying to record the email/name and date when travel requests are approved. I'm capturing the approved date with a Record Date Automation, so that it easy, but the approved by field is getting messy. I'm currently…
Prepopulating Forms
I'd like to be able to enter a unique value in a form and have it prepopulate a few other areas of the form. For example, I'd like to enter an employee ID number in the FORM, and once entered the First and Last Name sections of the FORM would automatically populate with the correct information.
Time Elapsed to Today in Months/Years
Hi! I'm trying to figure out how to use the NETDAYS formula to show how long someone has been a member of a certain team. I can't get it to measure to today using the formula that the website suggests. I want it to be running so that whenever I log on I can see the time elapsed to the day I'm looking at the sheet. Can…
COUNTIF formula not counting correctly
Need some help with a formula that doesn't seem to be working. For context, here is a description of the sheet setup and formulas I'm using (+ I've attached an image with screenshots of all the pieces as a visual aid). The sheet I'm working on is our RAID log template that we have built into our control center solution. We…
How to trigger an action from one Smartsheet to another
I'm working on 2 Smartsheets right now and am trying to create a formula between the two. My first Smartsheet document is called "Stores in Progress." The 2nd Smartsheet is called "Ready for Service." In my "Stores in Progress" Smartsheet, I have a checkbox column called "Ready for Production." I want to design it so that…
AVERAGEIFS implementation
Hi Team, Is AVERAGEIFS something that might be added in the future? Thanks, Arpad
How to add multiple costs from dropdown menu items
Hello, I am struggling to identify a formula that can read multiple selections in a drop down column, find the corresponding selections and prices on another sheet, and return a total cost. The sheet supports samples that are analytically tested. The user chooses which tests they want to conduct for each sample on the…
Complete % calculation issue
I’m having an issue with the % Complete roll-up in Smartsheet. In the File Storage parent row (line 10), two out of the three child tasks are marked 100% complete, but the parent row is still showing inaccurate % instead of calculating the summary correctly. Could you help check why the parent row is not calculating…
50+ Multi Select Formula + Workflow Suggestions
Hello! We are needing suggestions on how to better setup / populate estimated costs in our current workflow below. We are also open to rebuilding the two sheets and overall workflow as well. Currently we have the workflow setup as follows - Sheet 1 - Column 1 = "Request Set NAME", Column 2 = "Price" *Note - there are…
Sheet Summary Formula to pull Month and FY based on Highest Value
I have a sheet with separate data fields to create stacked bar charts in my dashboard (one pictured below). I would like to highlight the month/year with the highest value on the dashboard with sheet summary metrics. I have a sheet summary field (Most Sales in a Month) to calculate the highest value using…
Formulas reading from ROW above.
Hello Community, Especially you @Paul Newcome the Formula Guru! I cant resolve this problem in the last 2 columns of this sheet. As you can see the Expected Cumulative Progress % is adding the Progress Weight + the value of itself from the row above…. any idea how to make this dynamic? Whenever new row is added / removed…
Count % Completion of Checked Items by Each Sub Project
Good morning Smartsheet Community, I am trying to put together a grid that captures the percentages complete broken down by individual areas of a project. Below are the variables I am trying to capture Percentages To Capture Power Installation % Data Installation % Millwork Completion % Configuration % Installation %…
COUNTIFS referencing another sheet
Hello, Using the AI tool I generated a COUNTIFS formula to count the number of rows that have specific text in two different columns. However, despite the fact that the criteria is met, the formula returns "0". What am I doing wrong?

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