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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

Include Project Name in Portfolio WorkApps Email Notifications
Hello Smartsheet Development Team, I’d like to suggest an improvement to the email notification feature when a new project is provisioned in Portfolio WorkApps. Currently, the email subject line only states: “You have been assigned to new projects in the [Program Portfolio Name].” It would be more helpful if the…
Add document to Portfolio Work Apps
I am trying to add a document into portfolio work apps, however it is saying I do not have permission to do this. I am the owner of the workspace the document is saved in and I am owner of the document. The document is a report and is based off a document I am also Admin on. I can add documents from lots of other…
Smartsheet WorkApp
Hello Smartsheet Community! I wanted to share how we are using WorkApps our Company to drive efficiency and simplify project execution across our Group Transformation Model. What is WorkApps - WorkApps is a no-code platform within Smartsheet that allows you to build custom, role-based applications using the sheets,…
Unintended Admin Privileges When Provisioning Projects in Control Center
Hello All! We are encountering an unexpected behavior when provisioning projects through the Control Center in Smartsheet. Upon setting up a new project with the intended permission level of "Editor - can share" for the Project Manager (Mario), we've noticed that Control Center is unintentionally granting Admin privileges…
Workapps Home Page Going away?
Workapps is the greatest thing I have come across in 20+ years of process and portfolio management. Having users login to Workapps.smartsheet.com is awesome. All of there processes or department are in their own Workapp. No reason to go to a clunky or over loaded home page, no need for shortcuts to all these different…
WorkApp Comment: No Red dots showing for new added comments
We built a Workapp portal for our clients with edit access on the reports only (no sheet level access was given to any of our clients for security purposes). Now, I'd like to know why there's no red dots showing for new added comments when they're working at a report level housed inside the WorkApp. It's not helping our…
Filtering a sheet through a workapp lens.
I have a sheet shared to my workapp. My team is noticing they cannot do a filtered view when referencing this sheet on the workapp. Is there a way we can udpate this? Do I need to reattach this as a report or dynamic view, and if I do that can my team still make live edits to the sheet?
Feedback on SCC Portfolio WorkApps
Hello Smartsheet Team, I wanted to provide feedback on the SCC Portfolio WorkApps. Our project blueprint assets consist of 98 pages, which exceeds the current 50-page limit for WorkApps. However, not all of these pages need to be included in the WorkApps, as many are only required for backend purposes. It would be…
Update Existing WorkApps via Control Center (Global Updates)
It would be nice to be able to update existing WorkApps that were created through a Control Center Blueprint via the Global Updates feature. Currently this must be done manually, one by one. Thanks!
proof creation only working in portfolio workapp
We recently tested creating a proof from both a standard workapp as well as the portfolio workapp that control center creates. I can upload the file from the standard workapp, but the invitation process does not work. I can fill out email and subject, click invite, but nothing happens. From the portfolio workapp, I can…
Easily Set Baselines in WorkApps
In the current state, we cannot set baselines from WorkApps unless we set the desktop view to grid view. This is not an ideal experience. Don't really want the project schedule in Gantt view at all times. This may spark the need for a second enhancement request related to being able to switch views in WorkApps, which…
WorkApps vs Portfolio WorkApps
I've been doing research and reading various articles in the Help & Learning Center and I'm still not 100% sure what the key differences are between WorkApps and Portfolio WorkApps created through Control Center. I know WorkApps without SCC or a Portfolio WorkApp using only 1 Blueprint can not be a multi tiered structure.…
Please Stop Sending Emails when Blueprint Updated
Please stop sending emails when a blueprint is updated. These are confusing and they are generally not necessary. They never used to be sent, why are they being sent now? At the very least, please create an option to not send them.
Is the WorkApps project list supposed to be available on mobile?
I'm trying to navigate from a Control Center portfolio WorkApp on mobile to individual projects, however, when I click on the project list, I get the message 'This page is not yet available on mobile. Please open on desktop.' How are users supposed to navigate a portfolio on mobile if they don't have access to this list?
My WorkApps are not all showing in the home page
We have a couple issues with WorkApps. 1) Manually built do not show up for team members in their WorkApps tab even when searched for . They have been added to roles and the app has been published, just not showing up. 2) Control Center provisioned WorkApps not showing up either even for the Owners and Admins. I have…
Control Center Portfolio Workapp Blueprint - Remove assets from Workapp blueprint
Does anyone know if I can remove assets out of the Portfolio Workapp blueprint just for the workapps? I developed a large PPM program for my organization. Due to Portfolio Workapp limitations I need to remove some of the assets in the individual Workapp that were provision through control center. With out removing the…
Hiding Row Comments in a report in Portfolio Workapp/Project Workapp
Hello all, Does anyone have any ideas on how I might be able to hide row comments in a report that is in an individual project Workapp within a control center Portfolio Workapp? I have hid the comments column in my report but my my external partners are still able to with view access to click on the view details pane and…
Hyperlinks Don't Work in Portfolio WorkApps?
Is it just me, or do hyperlinks not work if you are in a Portfolio WorkApp? Referring to hyperlinks where you are linking to another Smartsheet sheet or report, etc..

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