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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

Date and Time Separator Formula
Hi Community, I'm looking for assistance with creating formulas in Smartsheet to separate a combined DateTime value into two distinct columns: one for the date and one for the time. "Date" Column: Contains both date and time values "Date Only" Column: Should display only the date "Time Only" Column: Should display only the…
Smartsheet Filters
I’m hoping you can help me out with a question regarding Smartsheet. We have created a exception report within Smartsheet and I am having an issue with a client row being recognized when a filter is placed on the particular smartsheet. For Example: on the Exception main page you have 50+ clients listed with all exceptions…
I don't understand my Sheet Summary formula
I've been using sheet summary formulas for a week but have been struggling with something I don't understand all afternoon. I have a summary field called % Planned Complete. For simplification, I'm testing this formula: =INDEX([% Planned Complete]:[% Planned Complete], 21) * 100 But it won't return the value for row 21 in…
can I get automated reminders for a 30 day check in when dates in my start date column are different
I have a column titled "start date" for each of my employees. I would like a reminder sent to a manager at the 30-day mark after their hire date.
Need Help with Multiple Criteria
I need a formula that looks for the a specific person in the Ball In Court column, then look at specific status in the Comment Status column and then look at another column and if it is blank return the number. I am not sure on what this should look like for the last column.
Displaying multiple time periods in Gantt view
Is there a way to display multiple time periods in Gantt view? Example: you have staff members that are your primary people, and they are contracted for 4 months, and then secondary or "fill" staff members that sit in when the primary is away on sabbatical or similar break. Idea here is that the gantt bar on a given row…
Exporting Smartsheet formulas
From my research, I understand there isn't a way to keep formulas when exporting from Smartsheet into an Excel document. I have a total of 50 columns with formulas and would think there was a quicker way to grab the formulas. So far, I've appended a "!" which turns the formula into text which does export. However, I'm not…
Min Collect Help - date returning zero value
Hello, I am looking for formula help where I want to return the earliest date in a range for different workstreams groups on a project. The source sheet is formatted as a date field, and the formula used below is returning a 0 no matter what I do. Any suggestions? =MIN(COLLECT({Project Plan - start date}, {Project Plan…
Symbol Return Formula
When I use a formula to return a symbol for example =IF([INC/DEC]@row = "INCREASE", "RED", "GREEN") It just returns the word RED I have the column set to symbol but still can't get it to work…
How can I hard code a cell based on a trigger?
BLUF: When I create an Invoice, I need the cell-link to my live price data to be severed. I currently have a Price sheet for my products that is updated frequently. I use Control Center to create Projects, which includes an Invoice sheet. I have a dropdown on my invoice sheet to select a product, and then I use Index…
Generate formulas AI tool available in AU!
December 11, 2025 Generate formulas is now available for customers using the Smartsheet AU environment in Table view. This AI tool enables you to quickly create working formulas in the formula panel using AI, without needing to master complex functions or syntax. Simply describe what you want the formula to do in plain…
Expanding My Index to additional Sheets
I recently created a new archive file and want to update the formula so that it will also search the new sheet. Here is the current formula I have. it works on current sheets but not the new archive. Any help or suggestions would be appreciated. =UPPER(IFERROR(IF(LEFT([Excel PO Approval Number REQUIRED]@row , 2) = "PO",…
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?
How to calculate % Planned in Father Rows?
Hi Community I created a new column to calculate the planned percentage in my project; however, in the father rows is not calculating correctly, even if I tied the percentage between complete and Planned, the percentage is not the same. I am using the following formula =IFERROR(IF(Finalizar@row = Inicio@row , IF(TODAY() >=…
Pulling Original Due Dates from updated Due Dates Cell
I am wanting to track, months into a project, where I originally had set the Due Dates. I have 300+ line items and I would prefer not to go in manually to update a new column with "Original Due Date". Is there a formula to pull that information from cell history so I don't have to manually do this? I sincerely appreciate…
IF Formula Not Working As Intended
Hi everyone! The below formula is not populating a 0 in cells that are new, as intended. The AI tool even says this formula should work, but it's not. After staring at it for hours, I can't figure out where I'm going wrong. Your help would be greatly appreciated!! Thanks! :) =IFERROR([Date Logged]@row - MAX(COLLECT([Date…
I occasionally get #ERROR results from formulas that are only fixed by a page refresh
Occasionally I have been getting #ERROR or other error messages as a formula result in cells that previously return a valid result, and nothing related to that cell or the cells that are referenced changed. The only thing that finally fixes this is to do a hard page refresh. The attached images show this, and the only…
Can I copy/paste summary fields between sheets?
I've just added six sheet summary fields to a sheet. But I have to add the same six fields to another eight sheets. I've been looking in the posts here, and I don't see anyone addressing whether there's any way to copy/paste the
How to automate data involving dates and sum totals
I have been researching this topic for some time now and have been having trouble finding an answer - hoping the Smartsheet hivemind can help! OBJECTIVE: To obtain a sum total of data submitted via a Smartsheet form, based on submission date. CONTEXT: I work for a transportation company, and we use a Smartsheet form to…
Feedback Needed on Status Rollup Solution
Hi all, I have a bunch of underlying sheets that have the exact same setup due to a template and it has a status field with a drop-down of about half a dozen different options that go sequential order from not started to complete and verified as complete from leadership. We also have hierarchy so there is level 0, 1 and 2…

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