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…
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),…
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…
With our current Smartsheet accounts, which we use for multiple clients, data is stored in North America. Since we are based in the Netherlands and operate here, we want all data to be stored within the EU, in accordance with EU and GDPR regulations. This is also a requirement from one of our clients. In fact, one of our…
I have a master data sheet with data on it for 5 different clients. I've then created a series of reports that filter information for each client so they can view their own data without seeing everyone else's data. But I can't give them access to a report without giving them access to the source sheet. So I created a…
Is there no built-in way to prevent Smartsheet from allowing users from sharing data outside of Smartsheet automatically, if the data includes a Social Security number? (Enterprise Version) The only information I've found about this topic is…
Please can you make it possible to enable the ability to upload documents (Attachments) for either specific users or specific sheets. Currently it can only be turned on for the whole organisation however, this is in conflict with Organisational Security Policies where the ability to do this needs to be controlled to limit…
As an example, say I have a sheet with data columns: Name - User ID - Phone - Address - Email The data is entered via a form, and I need to set a workflow to email all contact information from new entries to another team for various system updates, but User ID is sensitive personal data and cannot be shared. What is the…
We are working on a sheet with some sensitive information in one section. It would be helpful to have the feature that if we collapse all applicable rows in this sensitive section into a parent row and then lock that row, that it prevents others from opening the section.
Our Smartsheet backups are not appropriately protected. Backups generated from the system are available to download via a link which is openly available to anyone over the internet and there is no requirement to authenticate to download the backup. Effectively, our private and confidential data is being publicly shared…
Hi! I'm interested in hearing from anyone using Control Center with multiple departments/divisions, and how you're applying data privacy best practices. If I understand it correctly, the designated lead has to be the owner of the blueprints, the workspace they live in, the intake and summary sheet, and at least have Admin…
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