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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

Integration Smartsheets >HubDB
I'd like to integrate a smartsheet that pushes data into a HubDB in hubspot. Is this possible? How did you make the connection?
Switching the Logged in User for Docusign
When using the Docusign+Smartsheet Generate Documents integration, I used to be able to create a mapping with Docusign User A and Docusign Account A. I would test the process, make sure everything was good, and then swap out that user for Docusign User B and Docusign Account B. Now, I cannot do this, and I need to create a…
Dropbox File Connection
Would like to have connectivityand sync to mapped dropbox folders within the upload function of the sheet.
Smartsheet SSO SAML to EntraID
Hello everyone, We are facing an issue with our EntraID tenant, which currently has 10 domains associated with it. After migrating from Okta SSO to EntraID SSO, we encountered a problem where users who sign in with an email alias (different from the primary tenant domain) are unable to authenticate via Microsoft 365…
If deprecating GET /templates, provide another mechanism to get the same data
Last week, Smartsheet announced the deprecation of the API call "GET /templates" with no plan for any replacement mechanism. We have a long-standing integration from our software platform that serves mutual customers of Smartsheet and our product that fundamentally depends on the response to the "GET /templates" API call.…
API Integration with Epicor P21
We are currently implementing Epicor P21 as our new ERP system and are considering setting up the API integration with Smartsheet. Is anyone else utilizing the API Integration with Epicor P21? How is it working for you? What has it been most helpful for? Thanks!
Connect your Smartsheet data with AI tools across your business
Did you know Smartsheet integrates with Amazon Q Business, Atlassian Rovo, Glean, and Microsoft Copilot? Get insights from your Smartsheet data alongside data from across your systems through our dedicated Smartsheet connectors for enterprise AI tools: Amazon Q Business: Smartsheet and AWS have teamed up to create a…
QR Codes/ Barcodes and Smartsheet Data Entry
Is There a Way to Integrate QR or Barcodes into Smartsheet Data Entry for Ongoing Row Updates? I'm exploring whether it's possible to streamline data entry in Smartsheet by using QR codes or barcodes to input multiple datapoints into a single row over time. Ideally, this would allow for scan-to-dataset workflows where each…
Scan Handwritten Data into Smartsheet
Hello, Is there a way to use software and a scanner to scan a handwritten form and automatically populate a Smartsheet? We have a form that is filled out by hand, and the information matches columns in Smartsheet. We are considering acquiring software that can scan documents, but we want to know if Smartsheet is capable of…
Is there a way to send an email to a sheet and have it create a new row?
I am looking for a way if possible to create a rule in my outlook that could forward emails to a sheet and have them appear as new rows.
API / Integrations between Smartsheet and Maconomy
Has anyone connected Maconomy with Smartsheet to bring information from Maconomy to Smartsheet
Do you use Brandfolder Workspaces and/or the Brandfolder/Smartsheet integration?
I work in Marcom at a university and am starting to use Brandfolder Workspaces to better organize our ad campaigns. I understand the basics but would love to hear how others in higher ed are using them. My goal is to create a single source of truth for campaign assets, but since we already use Smartsheet to track projects,…
Does Smarsheet and SAP have a integration/connection tool to communicate back and forth?
Hi Smartsheet, Does Smartsheet and SAP have a integration/connection tool to communicate back and forth? Are there other options in addition to exporting to CSV/Excel? Thanks!
Ideas / Help - Editable view for task assigned users
Hi all, I'm running into a roadblock here for creating an actionable view of tasks for my team and I'm hoping someone with more experience can either tell me what I'm doing wrong or point me in the right direction. Currently my team uses a report view of a much larger sheet that is filtered down to what they need for their…
Outlook Integration Migration to Nested App Authentication
June, 16, 2025 To align with Microsoft’s updated security requirements, we’re migrating to nested app authentication (NAA) the week of June 16, 2025. Why are we migrating: Microsoft will no longer support legacy user tokens later this year. This migration to NAA ensures uninterrupted access to Microsoft services and…
Move files from Salesforce to Smartsheet using apex
Hi, I am trying to moving files/attachments from Salesforce to smartsheet and facing errors when I see the debug logs. Here is my process: Row in smartsheet is created using a Smartsheet connector. Then after a delay of 3 minutes, I try to move the attachment from Salesforce to Smartsheet. I have seen from debug logs that…
Data Shuttle to automate identification of differences between two excel sheets with > 10,000 rows
Can it be done? Data Shuttle to automate identification of differences between two excel sheets (one column in particular) with over 10,000 rows. Basically what the title says. I want to automate a process and was pointed in the direction of Data Shuttle to accomplish this. I have a regularly reoccurring excel sheet that,…
Smartsheet Form <> DocuSign Integration: Transmit Uploaded Files
Currently, the Smartsheet <> DocuSign integration allows Smartsheet users to map a Smartsheet form to a DocuSign template for efficient e-signature workflows. However, while a user can upload files to a Smartsheet form, those uploaded files can't be transmitted to DocuSign via mapping / integration, meaning the e-signers…
Can't enable notifications to messaging apps
I'm trying to get set up to send alerts/update requests to Slack. I am able to get a standard automation rule to send an alert to a channel, but I can't enable personal notifications in messaging apps I've already: added the Smartsheet for Slack app to my Slack workspace Connected ("Allow Access") my user account in the…
Data Entry Suggestions for Siloing Data for Radar Chart
Hey everyone, I’m exploring the best way to use Smartsheet for collecting score card data and formatting it for a Radar Chart. Ideally, I’d like to: Enter audit results in Smartsheet Modify or structure the data in another sheet Format the combined data for visualization The goal is to merge audit percentages from the…

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