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…
We converted to USM. Since external users can be added to our plan (in the true-up user management console) and we have the group control that restrict groups to people who are part of the organization, can external users be added to groups?
Hi It should be a standard expectation that all apps holding significant IP data and financial information have minimal protection in place. Imagine a bank app that didn't ask for your PIN or Touch ID? It should be self-evident that the Smartsheet app MUST have a security feature. Please make this an obvious high priority.…
My question is surrounding the FIPS for security rating of this application/software for government users. I would like to know if it is rated atleast FIPS Moderate?
Can I control user access by record level? for example I have 3 rows with different names in "action owner" column. I want user A can only view those rows with "action owner" name as "A". Is that possible? I hope smartsheet can enhance user access management module, my current pain points are: If I grant user a workspace…
The Smartsheet desktop app currently uses an embedded browser (WebView/WebView2) for authentication and does not support using the system browser for OIDC sign-in. This is why it fails Conditional Access policies that require device compliance or trusted client conditions. Please add support for launching authentication in…
It would be super helpful if you could restrict form access to users with a specific email address (e.g., @companyname.com). The current options for restricting form access are not providing the lockdown that we need, and we are receiving form submissions from outside of our company for an "internal use only" form.
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…
April 1st, 2025 SysAdmins using the Deactivate and Reactivate API can now leverage enhanced API functionality to align with the updated Smartsheet governance framework. These updates ensure that deactivation and reactivation of users adhere to plan-level security controls, reducing administrative complexity and improving…
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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