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NLP Search Function?
Hi there, I'm working on a project to improve institutional knowledge for my project management team, and was hoping to make the team aware of the NLP search function within Smartsheet, which would greatly help in finding relevant archived lessons learned. The function however doesn't appear to be present at all, and the…
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Custom Form Validation - blocked unless data entered specific to personalized format
Is there anyway that I can block a field unless the user fill out properly? Context: I have a field in my form where the user should complete with the name of the file, but this name should not have spaces between it. If you need spaces between, you should use hyfen or underscore. (e.g. "map_of_brazil-flyer-english").
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Can't delete a sheet I own
I've been working on cleaning up our Smartsheet directory and was working on deleting a workspace for an old project. I deleted everything in the workspace except one sheet that will not allow me to delete it. I own it, there's no one else shared to it, there's no active automations. Every time I try to delete it a I get a…
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Modified Date column not working
I have always done a 'save as new' with all of my sheets to archive data and then changed the Created Date column to Modified Date, that way it keeps the original created date of the rows in the archived version. However recently the Modified date is not changing, it is just mirroring what the created date field is. What…
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Links and Archiving?
So, I know that if you automate rows/cells to move to another sheet it removes links, but I have two sheets that are linked to one another that I want to archive and retain the links between them. Ideally I want to save a new version of each of the two sheets and archive those new versions and have links retained so that I…
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Help Article updates - February 2025
Hello Community, We’ve published the following new collection of articles that highlight specific capabilities for builders: Basic Builder Learning Track: Intake to archive Basic Builder Learning Track: Project settings Basic Builder Learning Track: Reporting Basic Builder Learning Track: Visualizing process performance To…
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How do I archive a folder using a date.
Hello everyone! I am trying to do a mass end of year achieving. In this I want to achieve everything that has a project status or activity set to "Closed", everything that has a health of "Blue" (Means close at my company), and has a date of 2024. The issue I'm having is that I am unable to get the Date Closed to work. I…
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Latest Comment Copies Wrong Time
I have two columns that I have users enter data, formula combines it with the current modified date and time, then automations copy those rows to another sheet, so the history is preserved with the time. I then use the JOIN/COLLECT trick in new columns on the original sheet to show a log of that data change over time. One…
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Is there a way to archive a workspace
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Control Center - Add Archiving Dates to Archive Reports
Need to add an archive date for all projects archived in Control Center. There should be an archive date added to archive reports for all archived projects. Since there is a 500K cell limit on sheets, this would provide a practical date that can be used to manage sheets by date ranges and keep archive sheets under the cell…
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Archive sheets and remove access to URL for users not directly shared to the sheet
I have a few sheets that have been created that I need to archive to only be accessible by a few people who are shared directly to the sheet (sheets are used for reference purposes but don't contain current info which now lives elsewhere). These sheets were previously shared to a larger audience, and a lot of them have…
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Merged: Archive - automated archive folder
This discussion has been merged.
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URGENT! Account access terming! How to offload/archive data for access outside of Smartsheet
I urgently need your help! My employer recently sold my division and I just found out that we will be removed from the original enterprise account as of March 1st. I've built a complex toolkit based on the PMO Office template and use Control Center and Dynamic View add-ons. This toolkit contains data that is subject to…
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Archiving Data
How do you go about archiving large data sets from sheets? I know you can create automations to move rows to another sheet but what happens when that sheet gets too large as well? I have thousands of entries that happen every day and I am trying to use data shuttle to offload the data but with offloads, it just replaces…
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Archiving Rows
How do you go about archiving large data sets from sheets? I know you can create automations to move rows to another sheet but what happens when that sheet gets too large as well? I have thousands of entries that happen every day and I am trying to use data shuttle to offload the data but with offloads, it just replaces…
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Is there any way to export any files attached to a Smartsheet, like into a Zip file?
You can export the Smartsheet itself or copy rows including notes and attachments into a new Smartsheet but is there a way to export everything including attachments, so the output would be one file for text (excel) and another one for attachments (zip file)? Our attachments are key to each row and I can only export text.
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Resource Management Archiving and assignments
Hi everyone, What is the expected behaviour of users' assignments when a project is archived in RM ? I assumed assignments (especially current and future) would be removed or stopped counting towards the users allocation heatmap. Seems like this does not happen.
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Control Center Archiving Permissions
Up until just recently (I guess it was a bug) we've been using multiple users in Control Center. And those other users were listed as 'Additional Leads'. They used to be able to run the archiving tools, but now they cannot. This request would be to allow more than just the 'Program Lead' to archive projects, and also allow…
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Impact of archiving on non-Dynamic Reports?
When I archive a project, what happens to any reports that are not set up as Dynamic Reports? Is there a way to automatically continue including them in those non-Dynamic Reports? I know you can retain archived projects in Dynamic Reports, but these do not fit that condition. Thanks for your help.
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Export/Archive
Hi! I would like to know if it's possible to take my sheets and export (including attachments) into a zip file so that I can save in Sharepoint? I found I can export using data shuttle (or just to excel) to put in Sharepoint, however, I cant figure out how to also download the attachments saved on the sheet without doing…