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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

Modify Sheet Summary field
Currently have a field in my sheet summary with this formula: =COUNTIFS(Finish:Finish, <=TODAY(+14), Finish:Finish, >=TODAY(), [Helper Parent Column]:[Helper Parent Column], <>"", Status:Status, <>"Complete") I would like to add if the Status is "Not Needed". How do I modify the formula?
How to access Sheet Summary from within the Table View?
Hi Does anyone know how to access Sheet Summary from within the Table View? I know how to access it from the Grid view but have also heard that soon the Grid view will be removed permanently. My project requires a lot of dependence on the sheet summary so it's important for me to know the safest way out. Thanks
Pro Plan User | Sheet Summary Report - it doesn't display all columns on the sheet to choose from?
Hi - I have an individual pro account. I wanted to create a Sheet Summary Report and it looks like I should have access to this. However when I select the reference sheet to summarize, it only give me very limited system generated columns to select from and is missing 20+ user created columns. Is something broken here?…
Sheet Summary formulas
Hello - I am trying to run a basic fomula on my Sheet Summary cell and am absolutly stumped! Are there limitations on how we can use formuals on our Sheet Summary cells? What I want to do add any rows from the weighted ECV column that have 2026 in the Year column. I think this formula should work, correct?…
Selecting the best Smartsheet for your project
I need to make sure I am selecting the correct smartsheet workspace for my project. I am trying to create a workspace to track and share client implementation. How do I add a Start date and then the sheet automatically adds task dates, as well as deadline, completion percent dates without having to add all manually. I seem…
自動化設定でシートサマリの情報を使いたい
自動化で通知ルールを設定しようとしてます。そこで通知の宛先を、シートの列情報として保持している連絡先情報でなく、シートサマリの方で表している連絡先情報に対して設定できないでしょうか。。？
Formula to determine number of plants still in inventory which were acquired more than 6 months ago
Good day, I have a native plant nursery, and I am looking to determine the number of plants that are still in the inventory and which were acquired 6 months ago or more. So, a rolling SUMIFS maybe? Wanting to do this in the sheet summary, but open to other solutions that I can display in the project's dashboard.
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 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
Child row and Multi- contact cell selections
I am currently developing a portfolio management system in Smartsheet to centralize our work. To accommodate multiple project owners, we are utilizing a multi-select contact cell. When a user is assigned as an "owner," the initiative appears on their individual summary sheet. However, we have encountered a challenge: in…
Quickly delete Sheet Summary
HI there! I think that I already know the answer to my question but I am hoping that the Community will tell me that I am wrong 😊 Is there a way to quickly delete ALL of the fields in a Sheet Summary without having to select the kebab and the scroll down to "Delete Field" for each individual entry? Here's where I am at: I…
Is it possible to reference a cell or summary field in a column formula?
At the top of our templates we have a Summary section where project (deliverable) details and key people are specified. I am wanting to reference the 'Deliverable Sponsor' cell within a hidden column on the sheet so we can create reports pulling through all row data across all deliverables that belong to that Sponsor. From…
How to setup auto rollup subtask ?
I have created a new column with % and number. It not rollup calculation.. How can I configured it? Please advise
Tracking Which Reviewers Have Not Submitted Forms Across Multiple Sheets
Hi Smartsheet Community, I’m looking for some help setting up a way to track reviewer submissions across three different sheets. Here’s the setup: We have three sheets (one for faculty, one for students, and one for scholarships). Each sheet lists applicants, and in each row we assign three Selection Committee (SC) members…
Troubleshooting Sheet Summary "INVALID DATA TYPE"
Hoping that the community can explain this issue I cannot solve (nor can AI). Today we added a Y2026 Savings column to our sheet. Column formulas were all updated as well to look for values with "effective dates" in their corresponding years. Sheet Summary (for Dashboard) formulas broke returning "INVALID DATA TYPE". Tried…
Error when Referencing another sheet
I have created a summary sheet that uses a formula to build out, and I am having an error when trying to reference another sheet. I have done this in the past, and it has worked. It seems to be a bug, but I wanted to confirm.
Writing Formula for Sheet Summary Field
Based on the screenshot below, I am trying to write a formula that will pull in the reason for change on the row where " most recent change" is checked. Thoughts on the best formula? I've tried: =IF([Most Recent Change]:[Most Recent Change] = 1, [Reason for Change]:[Reason for Change] , "") Is there something I can do with…
Unparsable formula; Sheet summary SUMIF formula
Can anyone help why this formula is coming up as unparseable? I'm creating a sheet summary, where it totals the Estimated GP (Est. GP) column if the Status column has the "Quoted" drop-down option is selected. Formula i've used: =SUMIF(Status:Status,"Quoted",Est. GP:Est. GP) Thanks a lot!
SUMIFS with wildcard (*)
Hello, I am trying to use the sumifs formula for summing values in one column based on the first two letters in another column. This formula is not working =SUMIFS([Total Invoiced]:[Total Invoiced], [Google Location ID]:[Google Location ID], "CA*") I have tried exchanging the criteria column at the beginning as well, and…
Sheet Summary Formula capturing dates before current expiry date column
Hi all, I thought I had this one down but I keep getting an error message. This is a sheet summary formula. Any ideas what I am doing wrong? =COUNTIF([CURRENT EXPIRY]:[CURRENT EXPIRY], >TODAY) Thank you!

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