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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

Enforcing MFA for all users (not only Members) and for all login methods?
We use Smartsheet for several of our clients. One of our clients has requested that we enforce multi-factor authentication (MFA) using an authenticator app such as Google Authenticator or Microsoft Authenticator. My colleague (our Smartsheet admin) enabled MFA in the admin settings, but we are running into two issues: Only…
URGENT HELP NEEDED: Unable to sign in
Hi I made my subscription payment (Business) a while ago, got the receipt via email, and can see all my workspaces and objects, but surprisingly when I am clicking any sheet or report to open it, I am getting an error message (pls see attached screenshot). I signed out and signed in again, cleared the cache, restarted my…
アカウント作成ができない
以下のエラーが発生するため、対処方法をお伺いしたいです。 ■エラーの流れ「作成」ボタンを押下 ↓ メールアドレスを入力し「コードを送信」ボタンを押下 ↓ 確認コードを送信した旨の画面に遷移するが、「[!]Verification code requested - No account found」(※)という件名のメールが届いて確認コードが届かない。 ※こちらのメールにある「Create account」ボタンを押下しても無料お試しを開始の画面にループしてしまう。よろしくお願いいたします。
Desktop App to use system default browser for Authentication
The Smartsheet desktop app currently uses an embedded browser (WebView/WebView2) for authentication and does not support using the system browser for OIDC sign-in. This is why it fails Conditional Access policies that require device compliance or trusted client conditions. Please add support for launching authentication in…
Allow for user or group-level Authentication methods
Greetings, We would like to submit an enhancement request to support user or group-level authentication methods. At the moment, we leverage both SAML and Smartsheet email/password for authentication into Smartsheet at Johns Hopkins. We are planning to convert over to SAML-only in the coming weeks, but have found that we…
Can I get help getting my colleagues logged in?
We are new to SSgov and my colleagues get error messages when trying to log in. Specifically, they see the below attached images. I removed them as user and readded with no luck. What are some troubleshooting steps to help get them on the system?
Bring back Login button for Published Items/reports
Hi Smartsheet Community, I wanted to share an issue I’ve encountered that may be affecting others as well. Recently, users who view published reports have been reaching out to me, concerned that they no longer have access. After investigating, I found that this issue occurs when users are not signed into Smartsheet.…
Why do users with SSO via Entra need to keep signing in?
We use SSO via Entra for logging into SmartSheet. We are also integrating it into a web app. If you are signed in via SSO, either on your own or within the web app, and you close out the browser, than you need to click to sign in via SSO again. No other sites or web apps that use SSO do this. Is this a setting I am missing…
Admin Center: Authentication Options Missing?
It seems in the ongoing effort to modernize this platform, Smartsheet has gutted a few options that were once available to Business Plan customers. I am refering to this article specifically: https://help.smartsheet.com/articles/2483289-manage-authentication-options. Now, that is all missing and I am directed to use the…
Signing in with SSO
When signing in with single sign on, users should not be prompted to supply username or password. The app should go straight in. The current sign in process is confusing for new users.
Will the new OTP process for signing in affect those using "Sign in with Microsoft"
Will the new OTP process for signing in affect those using "Sign in with Microsoft"
Login to my app via smartsheet sso
I create a application with GUI to handle with data from smartsheet (crud). Then I make login module via OAuth2 flow to get the token to authentication and call some smartsheet API. But when I am done these procedures, I got a access token and refresh token which is not in jwt token. I use that token to call smartsheet API…
I can't authenticate to Zapier, generate a working API token nor create a support ticket
I am a paying Business tier customer. Here are all the problems I encountered so far: When trying to authenticate to SmartSheet from Zapier. When I try, I get an error saying the user has not been found or I am trying in the wrong region error. I did some research, this might have to do with Zapier integrations apparently…
Merged: Smartsheet Authentication - App Passwords
This discussion has been merged.
Email OTP
I'm very upset about the announcement of the email OTP method for logging in to Smartsheet. I can't imagine I'm the only one who feels this way. Please respond to this discussion if you also have issues with it. I'm the Smartsheet Admin for our company and I've built a robust system of tracking our company's project…
SSO Login on Desktop App
Hello, we have just set up domain-level SAML for single-sign on, and it works for browser access but not for the Smartsheet desktop application. It would be great if the app could login automatically using the OAuth or SAML methods.
Data Shuttle Error 400
Does anyone have experience unlocking the Google Drive authorization error when trying Sheet Export or Data Shuttle offload? Our Google security team believes they have "unlocked" Google Access because we are now able to attach files from Google Drive to a sheet, but when trying to offload or export we are faced with this…
Merged: Provide better MFA/2FA security as a default security control
This discussion has been merged.
How to prevent automatic sign in
Hi I have two Google accounts: one business and the other - personal. The issue I am facing is that even when I sign out from my business account, and click "Sign in with Google" again, Smartsheet automatically signs-in to the SAME account that I have already signed out from! I just don't want the above to happen. Every…
Authentication questions
Some questions to orientate myself: From my company browsing logs, I can tell the what username a person uses and via the Azure logs, if they are using Microsoft authentication. Is there a way to require that Azure authentication is used by employees of a company even if they are invited to another company/individual…

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