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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

Smartsheet Mobilizer Kit2/Best Practices
Hi - I am launching Smartsheet sessions at my organization for the next 3 months. The SS Mobilizer Kit2 Workspace I saved a few years back, the files are not loading. Is there a new resource kit? Also, I am writing up some best practices for our users: Examples: Names, separate first and last name into two columns. Email…
When will resources for self-studies be available (and other questions)? (Pro Learning path)
Hi! I'm working to expand my knowledge in Smartsheet and I feel I've been stuck in limbo with the current changes and still waiting for updates. I have core and project management certs and was on my way to take the Sys Admin when it (imo rather abruptly) product cert when it got removed. I work mainly through self…
Core App Certification
Hello, I was planning on taking the Core app certification exam and it says Purchase Required on the page but there is no place to purchase. It also says "Access ending soon" when you navigate to the page with product certifications. Can someone explain what is happening?
SmartU New Offerings - Smartsheet Builder Path & more!
Hello Community, Looking to build and showcase your Smartsheet skills? We’ve got exciting updates directly from Smartsheet University. Read on to learn about their enhanced training and certifications that’ll set you apart from the crowd! Live now! - Smartsheet Builder Path This instructor-led path is specifically crafted…
Badges and Credentials
Is there a way to show my credentials from Smartsheet University on my Smartsheet Community profile? I would really like it if they would be included with the badges or somewhere on my profile page, but I have to go to the separate sites (SS University / SS Community) to see everything.
Dropdown list
Hello! I have a Smartsheet document with columns that have dropdown lists. When I enter a value into one of these columns that is not already available in the dropdown list, I want that value to be automatically added to the dropdown list without having to manually edit the list. Is there a way to set this up so that new…
Is there a way to generate an alert/block on Smartsheet, in case a schedule causes overallocation?
Hello everyone, On Smartsheet, I have a workspace containing a series of sheets (one for each active project) where various resources are planned. Both on Smartsheet and Resource Management, each resource has 8 hours/day available (i.e., 1 day = 8 hours). If I schedule a resource on two different sheets, assigning it to…
Bridge Documentation in Smartsheet University
The documentation for Bridge is lackluster and really comes up short for new users (even those who are coding & development-minded). Please add examples of basic workflows that can be built, either in Smartsheet University or in your documentation.
guidance on the process of unenrolling from a course
Guidance on the process of unenrolling from a course that I inadvertently registered for in a different language on Smartsheet University.
Driving Change with Smartsheet: Strategies for Successful Adoption
Dear Smartsheet Community, After many conversations with fellow users, I've noticed a growing need to support the Smartsheet community with change management. Common Challenges: Difficulty gaining leadership buy-in or achieving widespread Smartsheet adoption within teams Struggling to align leadership on shared goals and…
Getting this error while offloading data what is the issue anyone knows please help me
Offloading to google drive from smartsheet
How to fix video screen only partially loading-Reporting on Your Work,Part 2(Core App Learning Path)
I'm currently taking the Self-Paced Core App Learning Path via the Smartsheet University website. While taking the course Reporting on Your Work - Self-Paced, I had issues with the video in the lesson Reports, Part 2. Part 1 video was fine, but from the start, Part 2 was cutting off the follow along example making it…
Smartsheet University Progress Tracking
I would like the ability as an admin to see which of my licensed users have registered for a Smartsheet University course and track progress. Would be great to know who has completed the courses as assigned, and who has not without requiring them to submit their badge.
Managing Your Work with Sheets - Self Paced- Course Assets Problem
I am currently trying to access the course assets from this training, anytime I click the link that is supposed to allow me to add the assets to my Smartsheet account I get taken to a page asking me to create my account. I already have an account, so I choose the log in option, which kicks me to the homepage of Smartsheet,…
How delete a training course from my profile?
I have finished a course and by mistake I indicated to take it again, how can I delete it so that it does not appear as a course?
Self-Paced Managing Project Data with Formulas Issue
I'm working through the Managing Project Data with Formulas Issue as noted above. When I go to download the template sets, I keep getting the attached screen. Once I follow the prompt to login, it just brings me to the home page (if you were to click the home icon in the left bar). Is this happening to anyone else in the…
Formula Needed!
Hi! I am needing a formula that will count the number of occurrences month to date of a specific data point. I am working on a dashboard for complaints and I am wanting to have a formula on my master sheet that will calculate the number of regulatory complaints we have received month to date that will update with new…
Self Pace Formula session not working entering information
I have completed 4 of the self paced lesson on Smartsheet core. The 4th Lesson, Formulas, the system will not recognize my clicking, entering the required information. I use Chrome - cleared browser cache etc. Tried Firefox. My default computer is a Mac - also tried it on a PC...any ideas?
Logic not working properly.
I'm trying to add 5 different logics. If question number 2 "does not contain" 24, 23, 22, 21 or 20 I want the error box to come up. I enter in the first logic step and it works, once I start adding more it stops working properly. Now, when ANY number is entered for question 2 the error box appears. What am I doing wrong?…
[GIVEAWAY] Win 1 seat to a Multi-Day Smartsheet University course
We know the Smartsheet Community is full of avid learners, and we want to support you in continuing to hone your Smartsheet skills! We’re giving away 1 seat to a multi-day course from Smartsheet University. Smartsheet University hosts a variety of self-paced and instructor-led courses, as well as certifications. Join the…

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