Discussions - Smartsheet Community

Browse Member Tips

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…

See all

Recent Discussions

Is there a way I can create a workflow to copy an ENIRE sheet?
My co-worker had to recreate one of our admin scheets, so I was hoping I could create a workflow that could copy the ENTIRE sheet, not just relevant rows. This sheet would then "overwrite" the previous copy we have in our current back-up folder. Is this possible? I didn't find an existing workflow, only creating something…
Copy Automation Workflows
When copying a workspace via API, I would like it to copy the automation workflows for each sheet, as it does when copying in the UI.
Issues with copying in the Windows App - Table View
Is anyone else experiencing the following? When using the Windows smartsheet app with a sheet in the new Table view and attempt to paste anything, I get a message at the top that says "Please allow clipboard permissions in your browser to copy and paste in Smartsheet. Learn more." Because this is the application, I cannot…
Copy A Filter View
I would like to see an easy way to copy or download a filter view (or many filter views) and use it on similar sheets. This would be very useful on complex sheets where we have many pre-set options available for end users. I imagine it would be similar to the feature that allows an Admin/Owner to copy a Sheet Summary and…
Copy & Paste
I am suddenly not able to copy/paste into Smartsheet. I have tried copying from Excel and from other Smartsheet grids. Still not working.
Copy and Paste Not Working
I cannot seem to find a reason but certain sheets and/or days the Ctrl+C/Ctrl + V will not work in SmartSheet. Only sometimes will it work if I right click and select Paste. It is especially frustrating when it won't let me paste a URL in the attachment pop-up since there is not the ability to right click and select paste.…
copy data from excel and enter into smartsheet with multiselect column
I have a report in Excel that I want to transfer regularly over into Smartsheet for dashboard reporting. One of the columns is a dropdown list that allows for multiple values. I am having trouble formatting it to where when copied from Excel, it paste into Smartsheet as the selected values. When I copy/paste, the cells…
Copying specific columns
hello, how would i copy only selected colums to another sheet?
Formula to be copied and increment the column reference
Allowing a formula that references another sheet, and to be copied via the drag function to copy this formula in column "Rating 1" =IFERROR(INDEX({Rating_Avg_Selection}, 2), "No Data") in the same row to the right (next column), and reference the next number within the formula, which will point to the correct row where the…
Auto Increment as Formula is copied to the right
I have a formula that is referencing another sheet, and I would like a way to copy this formula in column "Rating 1" =IFERROR(INDEX({Rating_Avg_Selection}, 2), "No Data") in the same row to the right (next column), and reference the next number within the formula, which will point to the correct row where the data resides.…
We’ve made improvements to your copy and save experiences
Good news community, we’ve updated the speed of our Save as New performance, so now you can expect better, more reliable save behavior, especially for large folders and workspaces. We’ve also made improvements to the dashboard copying experience. Specifically, we have enhanced form relinking in dashboards, a feature that…
Automation / VLOOKUP help
Hello! My initial gripe comes from wanting to copy only certain cells from a row into another sheet. I've read a bunch of the threads for create a helper sheet, add dummy columns, and then use VLOOKUP, but I just cannot get it to work for myself and I'm uncertain what I'm missing! I have Sheet A that contains all my raw…
Formula to mark duplicates with a Status of 2 or 3
Hi Everyone, Hoping I can explain this well so that someone out there can help me with this. I have built a solution that is quite complex and moves projects around to 3 different sheets. The intake sheet generates a project ID and then when the project gets to a certain stage, it copies to my Active project sheet, but…
Copy Rows Automation
Hello, I am setting up 2 sheets. One Master Sheet and the other - User Sheet. I am setting a copy row workflow automation so that every day at 5pm rows added to Master sheet are copied to the user sheet. Before i implement and test this, i am wondering: Will Smartsheet know to copy only rows added that day(masters sheet)…
Copy to other Smartsheet when row is added or UPDATED
I have two sheets, lets say A & B, which are currently blank and will be used to gather patient information. I'm trying to copy anything entered in sheet A to sheet B including if an updates have been made (e.g. if a name is entered incorrectly in sheet A and later corrected, sheet B will be updated in the same row and not…
How do I copy value only from cell formula to use outside smartsheet
Here is my dilemma. I have to create a cell that takes the results from other cells in the same row and formats all of it into a single text string. This is so that other team members can take the resulting string of text and paste it outside of smartsheet. However, when I go to copy the result, it only copies the formula…
Copy Sheet w API doesn't copy over "Cope Rows" Automation action
I am using the Smartsheet SDK When I copy a sheet using the API (either by copying a template w/ client.Workspaces.create_sheet_in_workspace_from_template or client.Sheets.copy_sheet) I can use the "include" query parameter to capture conditional formatting, forms, and automations copy over, but a specific COPY ROWS action…
Latest Comment Copies Wrong Time
I have two columns that I have users enter data, formula combines it with the current modified date and time, then automations copy those rows to another sheet, so the history is preserved with the time. I then use the JOIN/COLLECT trick in new columns on the original sheet to show a log of that data change over time. One…
Automation for creating a Template of new child rows when a Parent is copied from another sheet?
I'm working on creating some workflows that will copy information from a change order tracker sheet into a resource assignment tracker sheet. Ideally, I'ld like to grab key details from the change order tracker (number & name) over to a resource assignment tracker, then have additoinal rows added on the resource assignment…
Copying Contacts into a Smartsheet Contact Column
When using the Salesforce Connector, there was an unintentional overwrite of cells in a contact column in my Smartsheet table. I have an exported file in Excel which has all the contact names (First and Last) that I could copy/paste into the Smartsheet contact column. I have tried copying this data in a group of column…

Welcome!

It looks like you're new here. Sign in to post and engage.