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…
Hi Guys, Created a basic script to download all PDFs from a sheet. Use case: I use Document Builder to create documents from field inspections. However, we need to store these in sharepoint for redundancy. This script basically pulls all "PDFs" so you can then migrate them where you need to. I don't want to pay an…
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…
Hi All, We have AppSheet integrated with Smartsheet as our User Interface in the field for use in inspections. We like AppSheet as it displays and presents data better, and uses Smartsheet's sheet as source. However, as of around Monday 1/September, we noticed that we no longer can "upload" images using AppSheet and save…
Hi - hoping you guys can help point me in the right direction. We have a dashboard currently in place, but it isn't the most functional so I want to see what other options there are. We have a single intake form for multiple external partners. All feed into 1 sheet which lives in an internal only intake-focused workspace.…
This is a simple automation that is not being triggered and I can't figure out why. Could use your advice please! When the intake form is submitted, it updates the intake sheet, but the automation doesn't appear to be triggered as no emails are sent/received. I cannot figure out why.
Hey there, we're trying to rename our Intake Sheet & wondering what the best way to do this is / anything to watch out for. We would also like to rename our Admin Workspace. Looking for advice before we go messing with anything. Let me know if you need any additional details & thank you in advance!! EDIT: So I went ahead &…
We run an intake process within a main sheet where people submit ideas (say there are 5 statuses). When it reaches a particular status (say status 2), the main sheet pushes that row to another sheet where we track a sub process. When that subprocess is complete, we manually go back to the main sheet and switch the status…
I'm working on developing a PMO solution and have started with the suggested intake and portfolio metadata sheets. I have set up Index and Match formulas to pull information from the intake sheet into the metadata sheet and they worked beautifully for the first row of data. However, when I entered a few additional test…
I feel like this is rather simple, but I just can not figure out how to get this started! I am trying to create my dashboard template that will be in my blueprint in control center. I am not sure if it is best to pull from the intake sheet or the portfolio summary. Regardless, I am not sure how to pull information for a…
Hello all! I am a relatively new SS Admin and would like some assistance understanding the Profile Sheet - Intake Sheet Relationship. I just added new data items to the Profile Sheet via the Global Updates in Control Center. However, in the new partitioned blueprints, there is no incoming (blue arrow) cell link from the…
Hello Community, We’ve published the following new collection of articles that highlight specific capabilities for builders: Basic Builder Learning Track: Intake to archive Basic Builder Learning Track: Project settings Basic Builder Learning Track: Reporting Basic Builder Learning Track: Visualizing process performance To…
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