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…
Hi - I am trying to determine when to Deactivate a user vs Removing their license. If I were to Remove a license from a user and not transfer any of the items they previously owned to anyone, What happens to those items? Do they delete after a certain amount of days? If I were to Deactivate the license from the user: What…
A user was deactivated before we transferred ownership of their items. Although the user is listed under "Deactivated", we're unable to transfer ownership because Smartsheet is saying they don't own any items (which is inaccurate based on an older report we downloaded). The email is also no longer active so we cannot…
Smartsheet recently changed what happens when you click "Remove Sharing" from a user you are deactivating or has been deactivated. Previously, a banner would appear indicating if that person was NOT shared to anything. If they were shared, the banner would say check back later. When you checked back, it would show the user…
I just had this case where the Calendar App Owner left the company a few months ago, and I had to transfer ownership. Before I could transfer the app's ownership, I had to locate the source sheet and share it with our System Admin account. As both a Plan Asset Admin and a System Admin, we must have a notification or an…
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