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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

Sheet Summary data use on reports and dashboards
Want Sheet Summary Data on a dashboard….but understand I cannot utilize Global Update if I use a Metric widget in an attempt to display it. Was told I can write a report that calls up that Sheet Summary data and then use the Report Widget Created the report…no problem, updated the blueprint with the report as "required"…no…
Enhanced global updates conditional formatting now generally available!
September, 22, 2025 Conditional formatting is now supported in enhanced global updates for Smartsheet Control Center! When a template is published, all conditional formatting rules from the template will be synced. Any missing rules will be added, and sheet-specific rules will be moved to the bottom of the list. Learn More…
Smartsheet Desktop App Current Version
Hi - can anyone tell me the current version of the Smartsheet Desktop app (windows)? Every time I open the application I get notified that there is an update. I'm thinking that my company IT policy is not allowing any updates to download and install. My current version is 1.0.34 Thanks!
Portfolio Updates to Leadership
Hello, I'm exploring ways to enhance how our team shares portfolio updates with leadership. Currently, we rely on PowerPoint presentations with screenshots from SS or direct snapshots of our dashboard. I'd appreciate any suggestions on how we can make these updates more elegant, insightful, and impactful.
Feature Request: Include Support for Cross-Sheet References in Global Updates – Control Center
Description: Currently, Global Updates in Control Center—specifically the Find and Replace function for formulas—do not support updates when those formulas involve cross-sheet references. As a result, Admins are required to manually update each individual project sheet, which is time-consuming and labor-intensive,…
Control Center Global Updates - Remove Embedded Image
I'm trying to remove an embedded image from one of the documents in my Control Center build. I've been on hold for (2) hours with no end in sight and the email support has always been exceptionally poor when I've tried that, so I'm hoping the community might have an answer for me as this is time sensitive. I have an…
How to update active projects in Portfolio Summary Rollup (if source isn't Intake)?
We realized that one of the data points we've collected from the beginning (speaker name) wasn't available in our reports. So, we added this to our Metadata, and it is now included in our Portfolio Summary Rollup (and accessible in reports). The data point IS included for newly provisioned toolkits. But how can we update…
Control Center - Add Row to Metrics Sheets
Is there a way to leverage control center to add a new row to all provisioned projects metrics sheets. I have a lot of projects that are already provisioned, and I can't go in and add the rows manually.
Reuse Global Updates in Control Center
You should be able to use a global update more than once in Control Center, essentially setting up a template like you can with, for example, Data Shuttle. Many of my global updates will be the same one or two actions, like updating a column formula in my template, performed multiple times over time. It's cleaner and more…
Project Name for Project Status Log and automations
I'm working on a global update where I want to add a column to reflect the project name so all the automations include the correct project reference. We use a template that is consistent for every (new) project created. My goal is to add this new column to the overall admin template so both existing and future projects…
Internal Smartsheet Links
I have a sheet that lists all my my projects and one of my columns on that sheet is for hyperlinks to other internal smartsheets. These are sheets associated with each row's specific project. I would like the option to right click on those hyperlinks & "Open in New Tab".
How to automatically include project names in automated update requests and forms
Hi, I have several projects that follow the same breakdown structure, when Smartsheet sends automated update requests, users are receiving these notifications don't know which specific project the request is referring to. I noticed that the project name is not an automatically included in all update requests for different…
Global update - cross sheet formula needed
Hi All, While doing a global update I added new column ( type: Contact) I need to change the formula to that column. The issue is the formula is cross sheet =IF({Project Metadata (Do Not Edit) Range 3} <> "", {Project Metadata (Do Not Edit) Range 3}) it is meant to pull a an email address into the column from a different…
Seeking Advice on Rolling Out a New PPM Blueprint in Smartsheet
Adding Cell Links to Existing Profile Data
For a period of time, 2 profile data fields were incorrectly set to One Time Write, rather than Cell Link. I need to correct this and add the Cell Link behavior for these 2 fields from the intake sheet to metadata sheets. I have tried the Add Profile Data trick to apply a pseudo Update Reporting Global Update, however that…
Include additional advanced formatting options in Global Updates
Per this help article, the following aren't available to configure when making column-related Global Updates using Control Center: Currency Percentage Thousands separator Decimal places Date format This makes the implementation feel half finished, as you still have to go into each sheet and make adjustments. These should…
Control Center Global Update Text vs Numeric
I'm working in Control Center on a Global update to change a field from "N/A" to 0 (aka zero). When testing the update I noticed that it changes to the text of "0" as it's left aligned vs right aligned. Any ideas how to update from a Text to Numeric via Global Updates? I've tried different variations to force numeric:…
Control Centre Global Update
Currently, when using the sheet global update option for inserting a column, we are restricted to using a single date format. It would be helpful if we could use options for the modified date as well.
New rows and comments global update within Control Center
Add a global update to update project plans with new rows and comments within Control Center so that all plans have the necessary steps needed for full implementations.
Task Sheet Global Update
I have updated my "health" column in my task sheet with new formulas and new symbols. I am trying to figure out how to update all my existing projects to have the same symbols and formulas by doing a global update. I chose "find and replace" then my task sheet. What should I enter as my find string?

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