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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…
Script in Python to download all PDF attachments in a Sheet
Hi Guys, Created a basic script to download all PDFs from a sheet. Use case: I use Document Builder to create documents from field inspections. However, we need to store these in sharepoint for redundancy. This script basically pulls all "PDFs" so you can then migrate them where you need to. I don't want to pay an…
Bridge: Create Workflow Schedule State Values
I was trying to use the Scheduling: Create Workflow Schedule module in Bridge to set up a 60-minute timer that would alert our team if another workflow didn’t complete within that window. I was struggling with how to pass and access state values between the workflows. After working with a Pro Desk support agent, we figured…

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Recent Discussions

Workspace Owner Wanting to Export List of Users
Friends: I'm a Workspace owner. I have accreted a large number of users as the project has expanded. Sadly, the only way to audit/update that list of users is through the Share Window for the workspace. Is there a way to export a list of users for a workspace? This is a real BEAR. Thanks for your help. Onward
Data Table Usability: replace all data
The current limitation using Data Table but not being able to replace all data when using Data Shuttle makes Data Table very messy with Data that should not be there any longer. There is also no easy way to remove ALL entries to refresh Data Table (Currently only 100 lines per deletion) , It was also Suggested in the TT I…
Import Data from AirTable.com
Greetings, we are inside an evaluation of SmartSheet and would like to know the best way to import our data from AirTable. Any help would be great. Thanks! Dave 😊
Include Group, and Summaries in reports exported and sent as attachment
Would like to be able to have my report view to be exported as shown, including groups, summaries, and filters. Would like this to be true for exporting and sending as an attachment. Reference this thread for additional user feedback. Community Thread
Import to Existing Sheet
Want ability to import to an existing sheet - option to import should allow ability to append or overwrite
Referencing an imported sheet
My workflow requires me to update a big chunk of data every week. It's about 7500 lines so I cannot copy-paste it, I can only import it from excel. Once the data is in smartsheet, I use vlookup to reference the values of specific columns in another sheet. The issue is that each import creates a new file so my vlookup…
Connect Xero Reconciled Bank Account Balance
Hi, I am completely new to Smartsheets and I have an issue with regards to integrations with other software. I basically want to connect the reconciled bank balance from Xero to a 12 month cash flow I am developing in Smartsheets. I am currently unsure which trigger via Zapier to pick and was wondering if anyone knew or…
Resource Management People Export - Automated?
For Resource Manager Users is there an easier/automated way to export People Data from RM? Currently the only option available it to "Export People List" which downloads a .csv file that has to be loaded manually into downstream/dependent systems.
Is it possible to pull an activity log that includes a cell history report with time stamps?
Hi there. I am relatively new to Smartsheet and have been enjoying all the tools that this platform offers, but I want to see if I can make it work even better for me. I am essentially a process manager that sends reports to various stake holders via Smartsheet status changes The stake holders are dependent on the…
Is there a way to export a Form as a PDF?
Hi, I've set up a form, and can easily share a link. But, I'd also like to save this as a PDF (or similar). It doesn't need to function or collect any data, I'd just like to show what the form looks like. Taking a screenshot isn't ideal, as one form is longer and would require several shots pieced together. What's the best…
WorkApp Suggestions - Importing Users
Hello, I use WorkApps frequently, and I am trying to introduce it for use throughout our entire organization. An item I wish it included/expanded on: Allow importing of users into a role. Importing from an Excel file would be very useful. I have a client who has a large group of users in one location and wants to use…
Is there a way to get a clean xlsx export out of Smartsheet that matches the Data Shuttle file?
We use Data Shuttle to export data to OneDrive where Power BI picks it up. I have a need for users to able to replace that OneDrive file manually so they can force a Power BI refresh and ensure they have the latest data. Both the Export from the sheet and Export from report or Send as Attachment from report create an xlsx…
Export Column Properties
I would like to be able to export the column properties of a sheet. It would be incredibly beneficial to be able to export the extensive structure: Column Name Column Type Allow multiple values per cell Restrict to list values only Values Restrict to dates only Allow multiples contacts per cell Restrict to list values only…
Export Column Properties
Is there a way to export the column properties of a sheet ? It would be incredibly beneficial to be able to export the structure: Column Name Column Type Allow multiple values per cell Restrict to list values only Values Restrict to dates only Allow multiples contacts per cell Restrict to list values only Add contacts…
Has anyone connected Smartsheet forms to an AI service that fills PDFs?
Hi all, We’re a small legal practice in NYC. Smartsheet forms let us collect client details for Housing Court petitions, Small Claims applications, and other court paperwork. The bottleneck is each submission requires us to manually copy data into the official NYC court PDF forms. It’s slow and easy to mess up. I recently…
Export in Workspace Panel
May 13, 2025 You can now initiate one-time exports of sheets, reports, folders, and workspaces from the Workspace Panel. These options were previously only available in Browse. This release impacts these three export options: Export to MS Excel Export to PDF Export to GSheets Learn More Environments availability:…
Suggestion on data import process
Hi I feel it's high time when Smartsheet should have the option to import data (from Excel / CSV) directly into the desired sheet. Further, it should automatically map the matching columns and notify about any columns that cannot be mapped. It should then allow manual mapping of columns and provide the option to import the…
Power Automate - Post Attachments to Row/Sheet
Hello everyone! I spent WAY to long looking for this answer so I thought I would share it with the Community in hopes of helping someone else. Problem: Adding attachments to rows/sheet is not possible through the standard SmartSheet Connector Solution: This can only be done by creating a Custom Connector. It CANNOT be done…
How can I keep my grouping and summaries when exporting a report?
When I go to export my report as an excel or PDF, it does not carry any of the summaries and grouping. How can I fix this or work around this? Here is an example of my report vs what exported ( a portion)
Can I set an export schedule for every 5th WORKING day?
When sending up exporting schedules on reports or sheets, is it possible to have something go out every 5th WORKING day of the month? I see the option for every 5th day, but I know that includes weekends. Is there a way around this? Screenshot for what I am referring to:

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