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'm a visual person and I frequently find myself taking pause while trying to add on to automations that have multiple decision points due to the way the builder lays out the decision points. It slows me down and makes me second guess if I have placed the decision point in the correct location. The decision point is…
This isn't really a "Basic" question but more for Admins or people with several Smartsheet Projects under their belt. I recently got a job working with a few people at a helpdesk that creates Smartsheet solutions for departments in our city. They don't have a system for project intake/planning yet. So typically we use…
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