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…
If you edit a form and then press edit the field it shows this screen, but make sure you have saved your form already because… If you press ESC while on this screen it will exit form editing without saving the changes to your form. 😶😯😕😲🤯💀 It won't even ask if you want to save the changes to your form. It DOES prompt you to…
My PMs are noticing that Autosave in Board View is triggering automations for sending the assigned person updates on their tasks before the PM has finished making updates to all necessary information on the card. This is causing folks to receive incomplete information in their assignment notifications. Is there a way to…
My biggest gripe with SmartSheet (I am forced to use it by my company) has to be the autosave feature. That it is not active by default is egregious, and the fact that it's a personal setting per user makes it difficult to quality control. Beyond that, I learned today that the form editor does NOT autosave as you work, and…
Hi All, I have been searching community forum to this unsaved issue that I am having with my PMO but no luck so far and appreciate if someone could help me with this. According to what I have observed, the tasks sheet is not getting saved due to which some of the columns on Portfolio / Project Tracking Dashboard (Schedule…
Hello, My autosave setting does not seem to be work working, and I wanted to see if was user error, a bug or something else. I've updated my user settings to autosave after 1 minute, yet, it's not doing this. I've lost updates because of it. I sometimes get the 'it's been 10 minutes since your last save banner' (which has…
Modify Autosave to include saving the Conversation area.
I have lost conversations after forgetting to hit icon to save it and then later closing the browser tab. Is there a setting to include to save conversation or is this not an available option?
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