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…
Is there anyway that I can block a field unless the user fill out properly? Context: I have a field in my form where the user should complete with the name of the file, but this name should not have spaces between it. If you need spaces between, you should use hyfen or underscore. (e.g. "map_of_brazil-flyer-english").
We are looking for a way that our approvers can add a comment to Approval notices they receive. Is there a way to add or include a fillable field directly into the Approval notice? Our other option is to have the Approver approve/deny from the Approval notice and then to automate a request update that has the "Comment"…
I am working on a solution that requires 30 fields (see illustration #1) to be pre-populated with information. The information that is being populated in the fields is also pretty lengthy. I am running into what looks like a character limitation with the final fields (see illustration #2). I have checked the character…
I have a dynamic view set up to function as an evaluation scorecard. The view pulls from a master sheet with all employees being evaluated. Each row is tagged with a dropdown selection in the "Division" column. The view displays only one scorecard to the person being evaluated and a group of scorecards to a division's…
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…
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