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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

Help Article updates November 2025
Hello Community, We’ve published the following new content. New videos on these topics: How to use Brandfolder insights in Brandfolder insights How to create advanced automations in Trigger blocks: When your workflow is executed And new Help articles, including: Create linked dropdown columns Use timeline view in reports…
MIN & MAX Collect Formula Help
I am trying to write a cross sheet formula that evaluates dates based on a matching project ID on the source sheet and return a date value in the target sheet (where the formula is being written). The formula should: Look up dates in a column on another (source) sheet. Each row on this sheet has a unique ID. Only evaluate…
No me funcionan la sección de notificaciones en mi Iphone, a alguien más le pasa?
Buen día, tengo este problema, ya hice todo lo que se supone podria estar pasando, borre la APP, la actualice, apague el celular y lo prendi, cerre sesión y de nuevo la abri y aun no me carga la sección de notificaciones, a alguien más le ha pasado? Tengo como 5 días así. Y probe en un Android y si funciona.
Help Article updates October 2025
Hello Community, We’ve published new videos on these topics: How to use columns in Insert, delete, or rename columns How to use timeline view in Introduction to timeline view Widget types in dashboards in Widgets for Smartsheet dashboards To view the entire catalog of help articles, visit the Help and Learning Center. Were…
Help Article updates September 2025
Hello Community, We’ve published new videos on these topics: How to use sheet settings in Sheet settings in table, board, and timeline view How to use filters in table, board, and timeline view in Filter your data in table, board, and timeline view How to set up a sheet in Create a sheet To view the entire catalog of help…
Help Article updates July 2025
Hello Community, We’ve published the following new content. New videos on these topics: Smartsheet Permissions and Sharing in Sharing permission levels and tasks How to create a Sheet Summary Report in Create a sheet summary report How to create a Row Report in Build a row report And these new best practices: DataTable…
Unable to see Second sheet in Selecting a Data source for a widget
Hi, As the tile says, I can not see my metrics sheet when adding a widget to a dashboard. My 2 sheets Only one sheet is visible I am very new and are learning the ropes, and any help is greatly appreciated.
Synchronize Column Description, Input Form Help Text, and Dynamic View Description/Help Text
Allow for synchronization/harmonization of Column Description and Help Text fields across Smartsheet assets. The Column Description in Sheet view could be the default source of Help Text for that same Column in any Input Forms based on that Sheet, as well as the Description/Help Text for that Column in any related Dynamic…
My IF Formula only works in certain cells in my grid
I have a formula in my sheet that sums the hours by project, phase and category. Ie for a row with task 1 I get the sum of (1) total hours logged on timesheets, (2) Design Engineer Hours (2) Senior Design Engineer Hours, and (3) Principal Hours. The formulas are as follows: Total Hours: =IF([Budget:]@row > 0, SUMIFS({TS…
Top 10 chart based on most entries
Hi everyone - I'm wanting to create a dynamic top 10 list for a few metrics on a sheet. In summary, we have an issues log. I want to be able to chart the top 10 customers with the most complaints added to the log. As well as the top 10 reasons for the compaints, etc…. Similar to what i would do with a pivot table in excel.…
Unexpected behavior on Form
Hi All, We are experiencing some unexpected behavior using forms that started this morning and is causing absolute chaos in our org. We have been on Smartsheet for about 3 years, and rely heavily on forms for kicking off client projects. Many times the same form will need to be submitted multiple times with small tweaks…
Help Article updates May 2025
Hello Community, We’ve published the following new content: Column links overview Create column links Manage column links Dynamic View best practices To view the entire catalog of help articles, visit the Help and Learning Center. Were the articles helpful? Let us know by providing feedback for each article.
Date Added when my Primary Auto Populates?
Hello! I am trying to find a way to use an automation or something of the sort for when a specific cell is no longer blank. Context: Primary Column is linked to a hidden auto-numbering column The "Date Added" Column was working for a while but every now and then the sheet will add about 5+ empty but numbered rows at the…
Unable to Access WorkSheet
Last night, everything was functioning perfectly while I was working on a sheet. However, this morning, I'm encountering an error message (Error 48) whenever I try to open the sheet. It's visible in the folder, the error persists on different devices and platforms. If anyone in the community has experienced a similar issue…
Help Article updates - April 2025
Hello Community, We’ve published the following new content: Introduction to table view Large-scale sheets in table view Create, share, and apply custom themes to dashboards Admin Center: Understand your security score To view the entire catalog of help articles, visit the Help and Learning Center. Were the articles…
Can someone please help with this formula?
I keep getting an "invalid operation" error message with this formula. Can someone spot where I went wrong? I am not great at formulas. The goal is for multiple criteria (IF statements) to match before entering "Inactive" in the cell. =IF({Master Cadre Roster Range 1} = [First Name]@row, IF({Master Cadre Roster Range 3} =…
Preference sheet
I am trying to make a sheet where a colleague will be able to go through the current job bids, select the ones they want to bid on by preference(1st, 2nd,3rd ect…). If they only a few jobs they want to bid on i have made this however, if there are 20+ jobs, how can i create sheet that can accommodate this. I don't want 20+…
Formula Assistance
If in a sheet our project settings call out workdays and holidays. do we need to add workday or holiday in our formulas still to take those days out?
Formula Help
I have been trying to work on a formula within smartsheet and only part of the formula is working and I have been using AI through smartsheet. I need help with tha last 2 parts of this formula to get the date value to populate in the cell. The N/A portion works. Formula Description is used in AI is this =IF the [Kit Type]…
x-sheet formula help
I am attempting to write a cross sheet formula on sheet (call it sheet a) that returns the value of a column on reference sheet b, based on finding a string of text found in anther column on sheet b that matches a Project ID on sheet a. Here was attempt 1 that didn't work =INDEX(PERFORMANCE AMOUNT), MATCH([PROJECT ID]@row,…
Automation Not Running as Scheduled, Nor Consistently, But Sometimes at Random?
I have 22 projects with identical tracking sheets and identical automation set up on those tracking sheets. The automation has been set to run every Friday for the last month. It just copies the current rows to another sheet, that other sheet becoming a "ledger". I have one column that says "todays date" so when I go to…

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