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…
When I create custom messages in Automations, such as approval emails, I'd LOVE to have the system give me a list of possible field names to use after I type in the double curly brackets '{{' This would work exactly like Dropdown lists do, with their pre-populated lists.. I'm certain there are other locations where this…
Issue: {{Curly brackets}} don’t work in manually created update requests (right-click → "Send Update Request"), unlike in automated alerts. Instead of displaying cell values, they remain as plain text. Current workaround: Manually copying cell data into the message, since all included columns in "Send Update Request" are…
While researching a problem I had and the absolutely simple solution that was causing it, I decided I would write this post to help people in the future. This is not an official post, just me trying to give back to the community in hopes it helps someone, so if you have more info to add (or correct me) please post it…
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