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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

Control Center Global Update for Dashboards not creating "timeline" widgets
Hello. I've been working on updating a couple of dashboards that contain the "Timeline" widget via Global Updates in Control Center. When running the Update Dashboard test in Control Center, the widget is not being created and instead there is a bunch of blank space where the timeline widget should be. The blueprint…
Allow Global Updates to build cell linking between sheets
Most customer's metadata houses their profile data, some from intake sheet and some either cell linked in or brought into metadata using formulas. Needs change after design and often the new data point needed comes from non-metadata templates, which can cause a blocker if methods used are those above. If it were possible…
Column Formula & Automation Gaps in Global Updates under Control Center
I am loving the capabilities in Global Updates under Control Center.However, there are some gaps I would really like addressed.Can we please create a Global Update option to do the following: Update a column formula not just a cell formula Update an automation Note: I know that I could create a new column and delete the…
Add a row to a sheet via Global Update
I have a sheet in each project created via blueprint and I need to be able to add a row to it. I'm looking for advice on how best to do this. For context, it's a sheet with a contact and an assignment for each contact. It can't be a single master sheet because the assignment can be different between projects. For example,…
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.
Merged: Automation in Control Center Global Updates
This discussion has been merged.
Merged: Include Filters and Forms in Global Updates
This discussion has been merged.
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…
Merged: SCC Global Update for adding a new row with "task information" to a Project Plan
This discussion has been merged.

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