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…
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),…
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…
Does anyone know of any Smartsheet users who has used published dashboards that include metrics, reports (published), and clickable interfaces on an external customer facing website? Basically, does anyone have some real life use cases of utilizing published dashboards from an organization to the public? I could really…
Hello Community! I work for Connecticut Children's Medical Center. We are currently using the legacy subscription model but our contract is due for renewal later this year and so we're trying to prepare for the transition to the new user subscription model. Last week, a few of our Sys Admins met with our Smartsheet…
As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------ Full explanation: We use a form to gather a sales request from customers (perfect, no notes). Then we use an automation to…
“The first time I sent out a Smartsheet form, I typed my mail, added the form link and instructed people to respond by completing the form. I sat there eagerly looking at that sheet and saw how the information started coming in. I couldn't believe it. My mind was blown, what had I been doing my entire life?" @Michelle…
Hi, After using Smartsheet for about a year, I have not found where Enhancement Requests become features in Smartsheet. It seems that there is a chasm of disconnect between the Community's expectation for Enhancements becoming Features and that of Smartsheet. So, what's the process to vet out Enhancement Requests and plan…
Within 48 hours of the onset of the COVID-19 pandemic, Syngenta had set up a Smartsheet portal. “It was our one-stop shop for the engine that ran our COVID processes,” Ana Davis, Head of Health, Safety, and Environment for Syngenta said. Join our discussion with Forrester and Syngenta as we dive into the factors that drive…
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