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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

SQL connector to data shuttle
If smartsheet can bring in SQL connector to Data shuttle, we can use this to bring in data from SQL which would be handy when we use sheets to track data and manage the changes
Connecting Automation to conditional formatting
I am trying to figure out a way to attach automation to conditional formatting. For example, I have 4 columns, with the last one being a checkbox or another standardized trigger. I want to send out a notification that a row has been added, only when the checkbox in the last column is clicked. I set that up already because…
ServiceNow to Smartsheet Connector
Looking to find out if there is a connector between ServiceNow and Smartsheet, just like there is between Salesforce and Smartsheet. As I'm looking to set up a sync to pull data, not necessarily Project data, from ServiceNow into Smartsheet? Is that possible?
Power Automate EU connection
Hi, We just recently moved to the EU domain and I can't find a way to login within the microsoft connectors to update the flows I was suing on the US. Is there currently a solution? Thanks
Is there a formula for one sheet to recognize data from other sheets?
Apologies in advance because I'm not entirely certain how to ask what I am trying to ask. We use Smartsheet as part of our transfer course evaluation workflow at a four-year institution. We are having to change some things in our workflow, and in setting up new sheets, I am struggling to find out if I can automate a…
Data Connection from Data Table to Sheet Auto Refresh?
I set up a Data Connection from Data Table to Sheet. Rows loaded the first time I set it up. How do I make it refresh automatically? I deleted some rows on the (Target) Sheet, but it did not update after refresh and I waited for a few minutes and it has not refreshed. Do I need to click refresh everytime? It feels like…
Data table/sheet connection error notification
We have a data table connected to hundreds of sheets with a look up connection. Until this week, the connection between the sheets and the data table has been functioning just fine. between yesterday 15-Jul-25 and today the sheet connections are showing a "This Sheet is no longer available" error for multiple users. The…
Merged: Bridge Workflow Trigger Backups
This discussion has been merged.
Does Smarsheet and SAP have a integration/connection tool to communicate back and forth?
Hi Smartsheet, Does Smartsheet and SAP have a integration/connection tool to communicate back and forth? Are there other options in addition to exporting to CSV/Excel? Thanks!
Data Shuttle and Images
Hello Smartsheet World! Has anyone found a solution to using Data Shuttle to import images? I am currently using a connection to an excel file on a SharePoint site that contains images. I would like to include these in my Smartsheet's but have only been able to manually associate images. This is not feasible as our Product…
Live data connection between smartsheet and Tableau
Establishing a live data connection between Tableau and Smartsheet opens up exciting possibilities for enhanced functionality. By integrating web form capabilities directly within Tableau, we can present real-time data to users, enabling them to receive immediate feedback on the information they input. Given Tableau's…
Live connection Tableau and Smartsheet
Can we make a live connection between tableau and Smartsheet using smartsheet_ldc_setup_64bit_1.4.34.0_Signed ? I am able to do extracts but not Live connection.
Allow relative-date filters when defining data table connections
When defining date-based filters on a datatable→sheet connection, it would be useful to be able to define the comparison date as a function-based date, rather than having to specify an absolute date. For example, filter where WorkDate ⇐ TODAY() - 30, to return data older than 30 days.
Include DataMesh jobs under the sheet's Connections menu
Could you extend the Connections menu to include DataMesh jobs like it currently manages Data Shuttle jobs. This would be helpful to quickly access or even just view the mesh jobs associated with the sheet you are actively viewing or working on.
Power BI Dataset Connector - Taking data into Smartsheet
Context/Scenario: The current Power BI connector allows Smartsheet data to be surfaced in Power BI. To get Power BI data into Smartsheet, a user would need to export the data to Excel and then use Data Shuttle to bring it into Smartsheet. Idea: A new or updated Power BI connector, similar to the Salesforce connector, could…
Smartsheet.gov and Power BI
I use Power BI with my commercial account of Smartsheet. Can it also work/connect to the Smartsheet.gov platform? I saw another post on this but it was almost 5 years old, so asking again. Thank you!

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