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…
Currently regular Workapps are capped at 50 items however there is no easy way to identify how close users are to this cap. You have to manually count all items on the list which is time intensive and inhibits the management of Workapps.
When an attachment is made to a row via a comment, I am unable to see that attachment in the details panel of a the dynamic view. If the attachment is added as an independent attachment I can see it in the details panel > attachments.
Hi there! I have a dynamic view created for Event Approvers to go in an Approve or Decline events. Depending on whether they approver or decline an event, I'd like different fields to show in the details panel as required in order to save the approval status update. However, the fields are only showing up as required after…
We're switching over from Asana where you can click into a task to see more details - this seems to be a basic function of every other PM tool platform. Smartsheet seems to be missing that. It looks like the only options are to add another column to serve as the home for task details - this feels clunky because if the…
Please make the details window in card view non-modal. That is, make it so that it docks to the right-side of the screen and stays open while I click through my cards in the other part of the view. This would bring your details pane up to par of what Asana and Jira have available. Currently the detail window is modal and…
Hi - Is there a way to make the details window in card view non-modal? That is, make it so that it docks to the right-side of the screen and stays open while I click through my cards in the other part of the view? Currently the detail window is modal and requires one to exit it to click on another card. Below is a screen…
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