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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

Flagging rows based on number of occurrences within a range of another date
I have a sheet where I want to count the number of occurrences of the same [PI Name] within a 30-day period [Sx Date]. I only want to count each PI once on any given date. I've given an example below to show how I want the counting done, but the solution can look different from this. Whatever solution I use will have to be…
Linking end dates to another smartsheet
Hello, I am looking for some suggestions on how best to link an end date. I am creating an integrated schedule with fairly simple sheets. I do not understand why I cannot link an end date. I appreciate any suggestions as I am a newer user.
I created a date column to generates dates by adding few fields but I am getting an invalidoperation
my formula is returning number of dates, as in adding dates.
Stopwatch Style Time Tracker
I believe the community has been looking for a solution for years. I have successfully created a way to have Stopwatch Style Time Tracking – On any sheet, at the parent or child row, by individual, and allowing manual edits! This is without using Resource Management. I used Bridge to handle the automation and two sheets…
Stopwatch Style Time Tracker
I believe the community has been looking for a solution for years. I have successfully created a way to have Stopwatch Style Time Tracking – On any sheet, at the parent or child row, by individual, and allowing manual edits! This is without using Resource Management. I used Bridge to handle the automation and two sheets…
Cross Sheet Counting
Hello, I have two sheets. One one Sheet I have a column with a drop down of names. I have another column with a dropdown of yes and no. On another sheet, I have all the names as rows and 2 columns. One column is named Video Missed and the other column is named Video Grace. What I need to happen is this: On the first sheet,…
Linking another Sheet
Hi All, I am having some challenges which I was hoping someone might be able to help me with… There is an existing Smartsheet that a project team uses to display new product introductions. As this sheet is updated in real time and I am not in that team, I can't add fields that I want to track into that sheet; however, some…
Cell Links Between Sheets Don't Work Consistently
Hi - I have set data mesh cell links between multiple SmartSheets that I own. The properties of the columns on the different sheets match. In the Data Mesh set up, I've selected: To overwrite content To create cell links To run immediately I have multiple instances where data changes on the source sheet and does not update…
Multi-row intake form
Hello , is there any way you can have multiple row entries in a single intake form?
Carry over info from one sheet to another
Hello all, I have a source sheet that i trigger an form from another sheet (i embedded the form link to the email). My issue now is that i need to get the ReqID (from source) and have it read only in the new form, that will record in the destination sheet. Bottom line i need to find a way to link the ReqID from source and…
Desired target sheet for "Reference Another Sheet" is grayed out!
I'm attempting to add a reference to another sheet (via Reference Another Sheet), yet the sheet is grayed out. It is in the same workspace, and I have Admin access to the full workspace, including when I check this specific sheet. None of the other sheets in the workspace are grayed out. It has to be something with this…
Share a Report sheet without needing to share the Source sheet
I have a source sheet where data from multiple vendors are present. I would like to share vendor specific data from the source sheet to each individual vendor without sharing sensitive data from the source sheet (data from other vendors). Currently I have a Report sheet that is pre-filtered to the specific vendor, but…
How can I combine grid data and Sheet Summary fields into one editable grid sheet?
I have a Sheet Summary Report that pulls data from 48 individual sheets — this includes both the row-level grid data and each sheet’s Sheet Summary fields. I want to have all of this information (both grid and summary data) together in a regular grid sheet, so I can format it, add formulas, and use it in dashboards more…
Graphs on a Dashboard - Data selection and display
I am working on a dashboard that shows graphs from a constantly updating subset of data. Data is pushed from Snowflake into Smartsheet via a python script. Ive had trouble creating graphs on my dashboard due to the fact that I cannot select columns as a data set since my dataset grows and shrinks (Graphs only let me select…
Easiest way to vlookup off a file
Hello, I'm new to Smart Sheet. I have an 'intake form' that pulls user-entered data into my Smart Sheet, and one of the fields that is entered I would like to lookup off of a Workspace I uploaded (Excel document). Are there any tips/tricks to help get this done? I linked a cell to it, but then it put a blue arrow and I…
Mastersheet Linking errors after adding column #unparseable #incorrect argument #blocking
I added a new column to a target sheet. Broke my mastersheet, resulted in #incorrect argument error in all columns with the exception of Primary Column. Went thru checking all column types basic trouble shooting of links couldn't resolve it. I made a new Mastersheet opened "table view", use formula cell linking. Created 4…
Index/Match - Primary Sheet to Individual Sheet
Hi Community, I am looking to track training at the individual employee level as well as for my company overall to provide statistics. Currently I have two sheets. One is the primary tracker, and the second is an individual employee sheet (template). The primary tracker has approximately 107 columns, each column represents…
Automation and Forms
If i have a Microsoft template that i have to collect information and fill out. If i created a form to collect the information that's needed for the Microsoft Template, Is there a way to utilize the information from the sheet to automatically fill out that template and email it out to respondents on the list?
Make Rows From "Active Projects" Sheet Transfer to Another Sheet ("Invoicing") Upon Job Completion
My company uses Smartsheet on an extremely rudimentary level. We are not tech savvy; we are tragically behind. We have only figured out to use one automation so far, which is when a new cabinet-related "project" gets automatically added to our "Active Projects" sheet from our "Sales Pipeline" sheet. But we have a major…
Perpetual dates
I have a formula that will give me a date. However, when the date is < then today, I want to add lets say 80 days or reference another cell. My formula keeps giving me an error and I tried chat GPT, but no dice. Any help would be appreciated 💖🥹 This is my base formula to give me the initial date: This formula is located in…

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