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…
I have published a calendar in the past and end users could switch from calendar view to grid view. Has that option been taken away or do I need to re-save it in a new format? I am missing what I circled in the blue.
Hi All We have a couple of situations where I would like the attachments to be available for the line through the published report. However when i am working with the report I can not find the option for attachment? Ideally I do not want to be putting the attachments into share drives and adding this into a separate column…
Hello, I have a report that I would like to sort by the Target Start Date column. I have added various helper columns as well to help facilitate this. Before adjusting the sort, there is one parent row for a project/underlying sheet, along with its child rows that are out of order, in terms of sort by Target Start Date. I…
I've published a report on a dashboard my external users (contractors) can access by logging into Smartsheet - they are set up as non-licensed viewers. I've set up the report to show their own data only using the current user filter. However, it seems they can't see any data in the report on the dashboard, it just shows a…
Does anyone know of any Smartsheet users who has used published dashboards that include metrics, reports (published), and clickable interfaces on an external customer facing website? Basically, does anyone have some real life use cases of utilizing published dashboards from an organization to the public? I could really…
I designed a dashboard to capture our department's customer communication. There is a form that populates our communication log, reports and feeder sheets that breakdown each team members' bucket of logged calls, and a bar graph categorizing the types of calls. I'd like to have a clean sheet/reports for our Annual Report…
Hi Smartsheet Community, I wanted to share an issue I’ve encountered that may be affecting others as well. Recently, users who view published reports have been reaching out to me, concerned that they no longer have access. After investigating, I found that this issue occurs when users are not signed into Smartsheet.…
The ability to interact with a dashboard is powerful. It is particularly useful in committee work and to minimize clicks, which makes using Smartsheet very user friendly. When opening a pdf file in a published report (on its own or embedded into a dashboard) the pdf file appears and a description window on the right. If…
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