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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

Smartsheet for Slack and Microsoft Teams now generally available in AU and EU Regions!
February 11, 2026 Smartsheet’s integration with Microsoft Teams is now available for all users in the AU and EU Regions! This will enable users around the globe to collaborate where they work, moving projects forward seamlessly. Learn more. Environment Availability: All Plan Availability: All Subscription Model…
Smartsheet Integration with MS TEAMS
Hello! I have created a collision calendar within Smartsheet Calendar and have it posted in a dashboard format on Smartsheet. I would like to add it as an app integration into a Microsoft TEAMS site. So, when a member of the TEAMS site goes to it they can easily click at the top beside "shared" or "files" and have a…
Microsoft Teams Integrations - Option to Send Auto Alert to Group Chat instead of only Teams Channel
Within our organization, we utilize Microsoft Teams for almost all communications. I have been researching and troubleshooting for a bit and have found that automated alerts can only be sent to Teams Channels instead of Group Chats within Microsoft Teams. If I have misunderstood, or someone has an idea to bypass this,…
Docusign Responses Not Showing in Sheet
Hello :) Any ideas as to why responses on a completed Docusign are not showing in Smartsheet? This is a video of the issue: Docusign Not Mapping.mp4 I've tried the below: Made sure the Docusign fields are mapped to Smartsheet columns Ensured the Docusign fields are tagged correctly Confirmed I used a template when sending…
Auto-resizing of Calendar App
Having the ability to auto-resize the Calendar App view based on the widget size is needed. We have a "Due in 7 Days' calendar for our dashboards and would like it to be anchored at the top right. Unfortunately, as currently designed, the calendar takes up a significant amount of space and must be moved to the bottom.
AU Region Roadmap
Dear Smartsheet Community, Our organisation operates on the Smartsheet AU Region instance to meet local data residency and compliance needs. While we appreciate the capabilities the AU instance offers, we have received late breaking business requirement in terms of features/functions that are available in the US region but…
Smartsheet data not sending to DocuSign.
This process worked in the beginning; however, data is not being sent to DocuSign. I uploaded a Word document to DocuSign, mapped all fields in Smartsheet. The process runs, but I receive a blank document. I have formulas, but this has not been an issue in the past. I worked with support, and they stated that I need a PDEF…
Integrating Jotform via Zapier
Hi all, Wondering if anyone has had luck integrating Jotform and Smartsheet via Zapier. We would like to create an action where submissions in Jotform are "shuttled" as new rows to a grid in Smartsheet. Unfortunately Data Shuttle does not support Jotform (at least for us), but could a similar action be created via Zaps?…
Integrating Jotform via Zapier
Hi all, Wondering if anyone has had luck integrating Jotform and Smartsheet via Zapier. We would like to create an action where submissions in Jotform are "shuttled" as new rows to a grid in Smartsheet. Unfortunately Data Shuttle does not support Jotform (at least for us), but could a similar action be created via Zaps?…
Smartsheet "Tabs" within a Teams Channel
Hi all, When adding the Smartsheet tab within my Teams Channel, under About, it says: Add Smartsheet sheets, dashboards, and reports as Tabs in a Team channel, so teams can collaborate with a shared view of work. However, only Reports and Sheets are showing up as options. All of the Dashboards I have created are not…
Is aws.relay.smartsheet.com the set of IP addresses that any Smartsheet connections will come from
Specifically I have a client whose security team have forced IP based allow listing on their Salesforce instance, which has of course broken the Smartsheet→Salesforce connector I setup for them. So, are the IPs returned by the aws.relay.smartsheet.com DNS A record the valid list for connections to Salesforce from…
Smartsheet Tableau Integration, API token for SSO login throw error
In Smartsheet, I generate a token under my personal account settings and paste it into Tableau > More > Other Databases (ODBC) > Driver:Smartsheet Live Data Connector > Connect > Use API token for SSO login. However, the token doesn't work and I am returned with the following error: Your Access Token is invalid". How can I…
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…

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