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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 Link Previews now available in MS Teams!
September, 19, 2025 Smartsheet URLs just got smarter in MS Teams—users will now see instant link previews that provide visual context at a glance, making collaboration faster, clearer, and more connected than ever. Try it out now with Smartsheet links in Microsoft Teams! Environment Availability: All Plan Availability: All…
Unable to Add Smartsheet Tab in Microsoft Teams – "Forbidden" Error
Hi. I'm experiencing an issue when trying to add a Smartsheet tab to a Microsoft Teams channel. Every time I attempt to add the tab, I receive the following error message: {"message":"Forbidden"} To resolve this, I contacted Smartsheet Help and was advised to ensure I have the necessary permissions. I’ve been granted the…
Microsoft Teams Integration Permissions Update Required
June 3, 2025 We updated our Smartsheet integration with Microsoft Teams on June 3, 2025. Why we updated: The Smartsheet integration with Microsoft Teams requires our customers’ IT Admins to review and accept some permissions in order to have the add-in work. A few of these permissions will be downgraded from…
How do we integrate MS Teams with Smartsheet Gov?
We just want to use the feature to send alerts to Teams from a workflow and cannot figure out how to integrate Teams with Smartsheet Gov. When we set up the workflow it indicates I can Sent to Microsoft Teams but when I select "Select an organization" I go through the microsoft authentication and I receive "Need Admin…
A Reference field should be used to show conversations "@ messages" in Teams
Hi, Every time a comment is coming from Smartsheet into Teams comes with no reference whatsoever making it difficult to track right away forcing users to open the Smartsheet item to really see where -what row- it is coming from wasting time & adding redundancy if they already have that Smartsheet item open. Suggestion to…
Upcoming Microsoft Teams Permissions Update Required
Hi Community, *UPDATED* We will be updating our Smartsheet integration with Microsoft Teams on May 28th. Why are we updating: The Smartsheet integration with Microsoft Teams requires our customers’ IT Admins to review and accept some permissions in order to have the add-in work. A few of these permissions will be…
Dashboard Won't Share on MS Teams
Hello! I'm trying to add a dashboard that I own to my Microsoft Teams page but I received the following error: You don’t currently have permission to share this dashboard. Please contact the dashboard owner, an admin, or an editor with sharing permission if you wish to share this dashboard. Not sure why as I am the owner…
Adding a SS Dashboard to a public MS Teams Channel tab - not working
Hi there Is anyone having the same issue? In Feb i could add dashboards to a teams channel. Since then i havent been able to - i can add Sheet or Report no problem. Love to hear if others are having same issue
How do you use Smartsheet with Microsoft Teams?
Hey Community! I've been playing around with the Teams integration and like the base functionality it provides, but I'm curious about how others have used it! What have you used the Teams integration for? What have you created with this integration that has made things easier for others? I love hearing about other people's…
What USM License type can edit Smartsheet Sheet via the Teams integration?
We have moved to the new User Subscription Model (USM) and many of our users share their Sheets with internal and external users. If they are external, they are considered a Guest and no license is required. For internal users, do they have to be a Member to edit or can they be a Viewer?
Required Slack Integration Reauthentication
Hi Community, We migrated our Smartsheet integration with Slack on February 5, 2025. Why we migrated: We’re always working to get more features to our users, this migration makes the connection between Smartsheet and Slack more stable so we can build new features for you in the future. What this means for you: Starting on…
Smartsheet sheet/report added to Teams channel not visible to other non-licensed users within my Org
I want other people in my organization to access sheet from within Teams channel they are part of. They are not Smartsheet users; means they dont have smartsheet account. I published the sheet with Read Only - Full option and 'available to anyone with link'. I clicked on the + button in Teams channel and selected the sign…
don't find Smartsheet in Teams desktop
a client of my organization told me that she can no longer find the Smartsheet application in Teams desktop/web, but it is found in the Android/Iphone versions, the application was authorized and available in Teams but it cannot be found more . I only see Smartsheet EU. Is this a problem on our side or a change that I am…
Notifications to Microsoft Teams Channels in Gov is now available in Smartsheet Gov!
Hi Community, We're bringing Microsoft Teams to Smartsheet Gov! We are making notifications to Teams Channels available on the platform for the Gov Community Cloud. This will empower our Smartsheet Gov users at most civilian federal agencies and state and local government institutions to start transforming conversations…
Notifications not sending to correct Teams Chat
Since I had to re-authenticate Microsoft Teams integration, notifications have been sent to a Channel within a Team rather than to the Smartsheet Chat bot. I set up a new Team (name redacted)with a General channel and for some reason my personal notifications are being sent to this channel. I would have expected them to go…
Required Microsoft Teams Integration Reauthentication
Hi Community, We migrated our Smartsheet integration with Microsoft Teams on October 30, 2024. Why we migrated: We’re always working to get more features to our users, this migration makes the connection between Smartsheet and Microsoft Teams more stable so we can build new features for you in the future. What this means…
Microsoft Teams - Multiple Smartsheet Notifications via Automation to a Public Channel
I have created automations in Smartsheet (SS) to send notifications to a public Teams channel in my organization. This works flawlessly without any issue. I have another separate sheet in SS with a very simple automation that when a row is added to a sheet (via a form), it is to update the same Teams channel as the one…
Upcoming Microsoft Teams Reauthentication Required
Hi Community, Please note, we will be migrating our Smartsheet integration with Microsoft Teams on October 30, 2024 (Updated). Why are we migrating: We’re always working to get more features to our users, this migration makes the connection between Smartsheet and Microsoft Teams more stable so we can build new features for…

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