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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

Guest User with Admin Permissions is unable to edit a Dashboard
I am the owner of a workspace that has multiple sheets and a dashboard. There are 3 Guests with Admin permissions for the whole workspace. They can edit the sheets, but not the dashboard. Is there a different type of permissions or some kind of limitations to dashboard editing for Guests?
Updated User Role/Permissions to allow Template Sheet Creation by ALL EDITORS/Admins/Owners
Allow Templated New Sheet Creation by ALL EDITORS/Admins/Owners. I understand restricting new grid/report/etc. creation WITHOUT A TEMPLATE to all Editors/Below. However, restricting Templated new sheet creation for Editors/Above defeats the point of creating a template to allow team based scalable project workflows. The…
Updated User Role/Permissions to allow Template Sheet Creation by ALL EDITORS/Admins/Owners
Allow Templated New Sheet Creation by ALL EDITORS/Admins/Owners. I understand restricting new grid/report/etc. creation WITHOUT A TEMPLATE to all Editors/Below. However, restricting Templated new sheet creation for Editors/Above defeats the point of creating a template to allow team based scalable project workflows. The…
Unable to reply to comment with "Edit by Anyone" Publish Option toggled on
Hello! Please help me settle a debate: If a sheet is set to publish and it's set to editable by anyone, can a viewer reply to an email to post a comment? OR do they have to always access the publish link directly to respond to the comment? Someone's "Viewer" collaborator on an asset is receiving a "Your recent reply…
Global Report - Change filter permission
I have a Program Report (dynamic report) where I would like a user to be able to change the filters. They are the owner and admin of this report; however, they are only editor in the source sheet that makes up this report. They seem to be having issues changing the filters. Do they also need to be admin to the source…
Sheet Not Showing in Automation Search
I've been given Admin access to a work app that the owner would like to have linked via a copy row automation to my workspace, but when I try to search for the sheet, nothing is coming up. I've tried refreshing, waiting a few minutes to see if it hadn't indexed yet, all without luck. Any ideas?
Transferring files from Terminated "Provisional Members"
How do you transfer Smartsheet files belonging to Terminated "Provisional Members"? There are not the same options as for PAID Member users.
Add document to Portfolio Work Apps
I am trying to add a document into portfolio work apps, however it is saying I do not have permission to do this. I am the owner of the workspace the document is saved in and I am owner of the document. The document is a report and is based off a document I am also Admin on. I can add documents from lots of other…
Permission levels to recovering deleted items?
Hello Smartsheet Community, I have a plan admin that deleted items from a workspace (they are not the owner of) but when attempting to 'un-delete' they receive the attached error. They did a test and were able to recover an item they own by dragging into a space they own, but they do not own any of the important items…
No Longer Licensed User
I have an employee that was a licensed user and decided to pull the license and give it to someone else. I would like to give that employee View access (the one we removed their license from) but when they were a licensed user they created sheets, reports, dashboards, etc. I moved everything that they created over to me as…
Lost Owner Access to Workspace I Created, but Can't See Current Owner
Hi, I created a workspace some time ago, but recently my access changed (now viewer) and I can no longer manage or edit the content. I also noticed that the Owner field is blank (doesn't load), so I can't identify who currently owns it in order to request access. Is there a way to recover ownership or at least view who the…
Advanced permission setting for approval flow
Is that possible to set up the dedicated password before "open request" to enter the approval page? If approver A has received the request and has no permission to open the attachment, he will forward this email to the related party to get the password. In this case, other people such as B may click this link and submit it…
Is there possible to set up the dedicated password before "open request" to enter approval page
If the approver A has got the request and have no permission to the attachment, he will forward this email to related party to get the password. In this case, other people such as B may click this link and submit it by mistake once got the link. And Smartsheet will record that "A" has approved this request. How can we…
Do I need to give permission for everyone so they can view widgets in my dashboard?
I have a dashboard that I want to disseminate out to some volunteers. I just recieved an email from a volunteer that said that he could not see the widgets in the dashboard even though he has access to the dashboard itself. Do i need to go into the reports that are in the widgets and share each one individually with him or…
Merged: Access to all sheets for Smartsheet System Admins
This discussion has been merged.
RESOLVED Lost Permission to My Own SmartSheet!
I logged in this AM and was prompted to create a new password which I did. I went to access the sheet that I had created 3 months ago and been working on as late as 2 days ago. I am now told that my access is denied and to request permission. When i click the button it of course comes to my email! I click the email link…
Set global default sharing to something other than "Editor - Can Share" (Workspaces,Sheets,Reports)
For workspaces, sheets, and reports, the default sharing setting is "Editor - Can Share". It would be ideal to be able to configure a global configuration in Admin Center where the default sharing permission was something other than this setting, such as "Viewer" or "Editor - Cannot Share". By having the "Editor - Can…
Multiple Workspace Owners in Smartsheet
As a Smartsheet Control Center (SCC) admin for a large-scale Project Portfolio Management (PPM) implementation, I’m requesting support for multiple workspace owners or enhanced administrative permissions that allow licensed Admins to move folders and assets between workspaces they administer. Currently, Smartsheet…
Sheets to Workspaces - Permission Help
Since Smartsheet no longer allows the creation of new folders in Sheets, I reorganized all of my items previously in Sheets into Workspaces. I deeply regret this, as I'm now having tons of permission issues with items I've shared with coworkers. I need to share some items with one or more people, but I do not necessarily…
User Subscription Model (USM) Users Who Have Had a Provisional Period
I am trying to create communication and training resources as we prepare our transition to USM. Do I understand the USM articles correctly - if a user who has already had a provisional period is later shared at a higher permission level, it will automatically put them into a provisional status again? Does the system…

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