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…
Recent updates of USM articles state "Once downgraded to Viewer (or Guest), they can only be upgraded to Member manually by a System Admin." They also mention if a user is removed/access revoked, they can be re-shared using the same email. We have a policy that ALL external provisional members are downgraded to Guests at…
I am trying to create communication and training resources as we prepare our transition to USM. Do I understand the USM articles correctly - if a user who has already had a provisional period is later shared at a higher permission level, it will automatically put them into a provisional status again? Does the system…
Hi - There's has to be companies out there that in order to better ensure security controls, require external users to utilize a Guest account when using applications such as Smartsheet. My questions under the new User Subscription Model are: With a guest account using the same domain (company.com), but a sub domain…
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