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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

Transferring ownership across plans
I am trying to transfer the ownership of all assets created by a colleague of mine. However, because his team did not know that our company had an Enterprise account they purchased a Business account and then created an entire business critical dashboard. I am licensed user on our company's Enterprise plan. I need this…
Change owner of a sheet when the new owner is the workspace owner
I am trying to change owner on a Smartsheet sheet to the owner of the workspace it is located in. I keep getting an error message stating the permissions need to be managed at the workspace level. I am unable to change owner for the sheet at the workspace level. Not sure how to accomplish this change. HELP!
Workspace Ownership Transfer - Owner Not Visible in User List
We have a workspace owned by a person who left the company. The wrinkle is that the user does not appear in the user list (was apparently previously removed). As a result, the 'normal' transfer process isn't available. Is there a workaround for an admin to be able to do this under these circumstances?
Ownership Transfer issues
I have followed all directions in transferring ownership, and have done so before without issue. But currently, sheets within the workspace now show a never-ending "Loading" icon where it should show ownership. And all attempts to transfer ownership fail. Even when the transfer request is sent and immediately accepted, it…
Best Practices for documenting Smartsheet Assets and automations
Looking for ideas on documenting implemented Smartsheet Solutions across the company. We have had a team member leave the company and having difficulty (1) Finding everything she created and (2) how it all interacts.
My boss is trying to transfer/send me their license, but it wont show up in my inbox. Any ideas?
Hello Smartsheet world. My supervisor is tragically leaving me before she was able to get another license for our team. She is trying to forward me the license itself but it is not showing up in my inbox, has anyone run into this before? thanks so much.
Legacy Plan Changes Allowing External Users Able to Create Assets
Hi - can someone help me understand or get caught up on the changes to user capabilities under the legacy plan? I've opened up a support ticket about this. I took over as the System Admin last year. In trying to clean up our user list, I discovered an external user on our User Type report but NOT on the User Management…
Permission levels to recovering deleted items?
Hello Smartsheet Community, I have a plan admin that deleted items from a workspace (they are not the owner of) but when attempting to 'un-delete' they receive the attached error. They did a test and were able to recover an item they own by dragging into a space they own, but they do not own any of the important items…
Data Shuttle Ownership Transfer
Hi all! I own a large number of Data Shuttles that support an automation workflow our team owns. I will be leaving the team and am looking for a way to ensure these Data Shuttles continue executing correctly without any dependencies on my account, which will be shut down. I've found some old posts that indicate ownership…
Facing issues in getting the program ownership
I have been struggling to get the program ownership transferred from the last owner to me. While transferring the program owner is getting this warning first: Upon ignoring the message and clicking the Continue button, this is the error message: When I try to delete the projects in mentioned in the warning from Control…
Transferring Multiple Files
First, the company I work for uses Smartsheet Gov, and second, everything is within ONE (1) workspace (I am horrified at that!), but that happened long before I was hired. Anyways, I have a FOLDER, that I would like to transfer ownership of all sheets and reports, and templates from myself to another user on my team. Now I…
Customer Support Needed: Cannot Transfer Ownership on a Deactivated User
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…
Copy row automation broke after ownership move
Hey! This automation was working fine - but now that I've ensured that as i look to leave the company we have better owners, i can't select this sheet. They're in 2 workspaces, which wasn't a problem before, it had been functional, and i'm still admin/owner level in both locations. I promoted the owner of the source sheet…
Need to access plan & billing page and reduce member
Dear Community Members, The company's owner has been removed from the Smartsheet business account. I am the owner now but whenever I go to the Plan & Billing page and click on "Reduce Members" I get this error (We ran into an error), how can I see what's my package now? Thanks,
Owner Email Notification: Include link to Workspace
Please include a link to the Workspace in emails sent to the potential new owner of a workspace for the emails with the titles below: user@example.com wants you to own this workspace: workspacename Youre the proud new owner of Workspacename Otherwise, how does the potential new owner know what exactly is being given to…
error to changed myself to owner
Hello smartsheet community, I am facing a problem with my smartsheet account. I am initially the license owner for my company, where during purchasing of smartsheet license, the use my email as the license purchaser. as attached on the picture above, the email is me, however when i want to change myself to owner, it popped…
Transfer Owner Permissions and Remove License by smartsheet's API
Hello! I would like to suggest adding the ability to transfer owner permissions and remove a license using API calls. Currently, this process can be performed in the Smartsheet Admin Center through the UI (after removing a user license), but I am looking for a way to achieve this via the API. For clarity, I’ve attached a…
Admin Ability to Transfer Ownership of WorkApps
The Smartsheet System Admins should have the ability to transfer ownership of WorkApps. When people that own a WorkApp are let go, there access is removed and the WorkApps need to be transfered to someone else just like all of the other Smartsheet Items.
Merged: Please fix dashboard widget ownership transfer process!
This discussion has been merged.
Why can't I transfer sheet ownership?
I'm trying to transfer ownership of a sheet to another member in my team and they already have admin access to the workspace but it still won't transfer the ownership and this prompt shows up. Why isn't it working?

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