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…
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…
Hello, I just received this no helpful notification from a WorkApp. The user made a comment on a report that has the "Current User" filter on it. The comment is for an issue on a ticketing system. Notification received The key issues that make the notification not helpful are: Cause of problem In a WorkApp with a report…
Our team would find it immensely useful to build a dashboard theme (choosing font face, font size, colors) from scratch. We strive for cohesive branding on things we build and being able to change the entire look and feel of a dashboard with just a few clicks would save us a lot of time.
Our team would find it very useful to create pre-built themes for charts without affecting the rest of the dashboard. As an example, we use a color scheme of red/blue/green/gray for status updates but would love the ability to save a palette of different shades of blue to display other metrics without confusing end users…
Hi, The latest update on innovations mentioned that the first AI feature, AI formulas and generative content, is available now to EAP members. I can't find any information about how to use this, is there any more information on how to get started as an EAP member? Thanks, Madeline
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