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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

Meet Angela Breslau, our October Member Spotlight! 🎉
Let me introduce you to Angela Breslau (@AngB789), not only our member spotlight this month, but an active Community Ambassador! She’ll also be at ENGAGE this year, and would love to meet you. Angela is an IT Project Management Analyst at United Health Services and lives in New York, US. A major system transition in her…
Refine your AI-generated charts with suggested prompts
October 22, 2025 Analyze data now includes suggested prompts to help you further refine and explore your data through AI-generated charts. After creating a chart using the analyze data AI tool, you’ll automatically see three contextual suggestions in the analyze data panel, sharing ideas to help you adjust visuals, surface…
Chart generated using AI "Analyze data" function won't display on dashboard - how to fix?
I have an sheet that lists all of the projects for our department and one of the fields is called "Roles Involved" - it is a Dropdown list where users can select multiple values but entry is restricted to the list values. Using the AI "Analyze data" function I created a bar chart that counts the number of projects for each…
Still want to go to ENGAGE? It's not too late! Last-minute bonuses inside!
Join Us at Smartsheet ENGAGE 2025 (November 5-7)! We’re thrilled to announce a special offer for anyone still looking to attending Smartsheet ENGAGE this year! If you’re planning to join the world’s biggest Smartsheet community event, but haven't registered yet, we want to make it even better for you. Here’s how: 1️⃣…
AI integration of Smartsheets
Hi all new here to the community, I had a question around brining AI into our Smartsheet platform, managing portfolio of over 1400 projects. Anyone suggest a good place to start?
Easily copy AI-generated charts to new dashboards
October 15, 2025 You can now easily copy over AI-generated charts to new dashboards, saving time re-creating widgets that didn’t previously copy automatically. When you click the “Save as New” option on any dashboard that includes charts created through the analyze data AI tool, those AI-generated charts now copy over to…
Analyze data available in AU!
August 28, 2025 Analyze data is now available for customers in the Smartsheet AU environment, in Table, Timeline, and Board views. This AI tool enables you to quickly get deeper insights into your data, instantly generate metrics and charts, and add AI-generated charts to your new or existing dashboards. Learn more.…
Generate formulas using AI in table view
October, 07, 2025 Table view now supports generating formulas using AI, previously only available in grid view. With this feature, you can quickly create working formulas in the formula panel without needing to master complex functions or syntax. Simply describe what you want the formula to do in plain language, and AI…
Analyze data now includes suggested prompts for chart generation
The analyze data AI tool helps you quickly get insights into your data, instantly generate charts and metrics, and then add AI-generated charts to your dashboards. We’re now providing you with more help to get started by automatically suggesting charts based on the data in your sheet, so you can get insights right away…
🚀 Move Faster & Think Bigger with AI: A Smartsheet Live Event
Curious how AI will transform work? Join Smartsheet leaders, AWS, and Futurum Research to explore our AI vision and practical ways to work smarter, move faster, and scale impact. You’ll get: A preview of upcoming Smartsheet AI tools Insights on agentic AI in collaborative work Real-world team learnings with AI Why…
🚀 Move Faster & Think Bigger with AI: A Smartsheet Live Event
Curious how AI will transform the way you work? Join Smartsheet leaders, AWS, and Futurum Research as they share our AI vision and real-world ways to work smarter, move faster, and scale your impact. We’ll be sharing: An inside look at soon-to-be-released Smartsheet AI tools How agentic AI is impacting collaborative work…
NLP Search Function?
Hi there, I'm working on a project to improve institutional knowledge for my project management team, and was hoping to make the team aware of the NLP search function within Smartsheet, which would greatly help in finding relevant archived lessons learned. The function however doesn't appear to be present at all, and the…
Please remove the AI thing you have for support
I have worked with multiple support AIs, and yours has to be the most useless and annoying agent I have encountered. Doesn't do anything right. How do I even get in contact with support? First off, no agent is ever available for chat. And when cases get created, no agent ever picks them up. How am I supposed to get…
AI to write sheet technical documents
AI should have the capability to generate technical documentation by analyzing column formulas and automations to produce a flowchart as well as a document explaining what the formulas do. This could save several hours of manual work. While platforms like Copilot can assist by analyzing formulas, the process remains…
Hi Everyone, I am Audrey :)
I work as Operations Coordinator at an International Education company in Australia. I have used Smartsheet for a number of years now and slowly became the go-to person for anything Smartsheet at my work. I have attended the Smartsheet summit in June, got the Core Product Badge and am constantly seeking to upgrading my…
Connect your Smartsheet data with AI tools across your business
Did you know Smartsheet integrates with Amazon Q Business, Atlassian Rovo, Glean, and Microsoft Copilot? Get insights from your Smartsheet data alongside data from across your systems through our dedicated Smartsheet connectors for enterprise AI tools: Amazon Q Business: Smartsheet and AWS have teamed up to create a…
Analyze data now available in board, table, and timeline views!
August 05, 2025 Analyze data is now accessible in board, table, and timeline views! The analyze data AI tool helps you quickly get insights into your data, instantly generate charts and metrics, and then add those AI-generated charts to your dashboards. Previously, analyze data was only accessible through the Generate with…
Stacked bar on dashboard - widget behaviour take you to the sheet with the filter by person
The idea is that by clicking on the contact person listed in each part of the column, the widget behaviour is that it takes you to the sheet with filter to that person and status. I imagine this is possible since the information is already extracted to build the graph, so these actions can be identified.
ICYMI: Dashboard Charts Are Getting a Glow Up!
We've recently announced the rollout of cleaner, sleeker charts following another recent update that lets you add AI-generated charts directly to your dashboards. Check out these updates in this short video! https://youtu.be/iMmVROMludA
Ability to add analyze data charts to dashboards now generally available!
June 30, 2025 You can now add dynamic charts generated by the analyze data AI tool to new or existing dashboards with data that updates in real time as your projects progress, giving you up-to-date insights into your data without needing to manually build a chart. Quickly visualize your data and easily build dashboards to…
AI widget needed for dashboard
We would like to be able to put a widget on a dashboard that would allow users to ask questions about the data in a sheet. For example, we have a sheet that we call "How do I?" where we are recording instructions on how to do things, e.g., how to submit a travel request. Right now, the user has to open the sheet, choose…
BRIDGE + AI: Share How you Taught your LLM to Help you Create Bridge Workflows Successfully?
I may be speaking to a very small group of users here, but this message is for those who successfully have their AI LLM teach them how to create solutions using Smartsheet Bridge. I'm attempting to train ChatGPT to understand how Smartsheet Bridge works so that it can help me create solutions that WORK. Unfortunately,…

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