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…
I was trying to use the Scheduling: Create Workflow Schedule module in Bridge to set up a 60-minute timer that would alert our team if another workflow didn’t complete within that window. I was struggling with how to pass and access state values between the workflows. After working with a Pro Desk support agent, we figured…
How do I set a form logic to exclude weekend in such a way that when the Date Created falls on a Friday and the Date Required is on Monday (next week) that it will show a hidden text field (to justify the urgency)?
Add additional options in Form logic such as the options provided for conditional formatting. The limited Form logic options make it challenging for certain inputs/responses. Example: for a question being answered with number format "0", if the logic option is "contains" then it will be applied to any number that contains…
Does anyone have a solution to easily set up conditional format for a RACSI/RACI Matrix without having to clone each RACSI option and setting up a conditional format for each role (in columns)? Like a formula or selecting multiple columns with the same dropdown? I created a traditional RACSI matrix for a customer but got…
The idea is to allow single (pro) users to have conditional logic abilities when building their forms. At present, you can only do this with an enterprise account which requires a minimum of 3. Another option would be to have a pro plus account that has this option and functionality as part of the plan for single users to…
It just came to my attention that the custom criteria dropdown for Conditional Formatting has a "contains" option, but not a "does not contain" option. Also, the "Apply to format when condition is NOT met" button [which would solve this problem] only exists on the "select from a list" menu and not from the "define custom…
Hello, I'm wondering if it's possible to apply conditional logic onto the following set of questions, whereby if "No" is selected 2 out of the 5 questions in any combination, the form comes to an end? Almost like dual conditional logic, as I need it to factor in "No" on question 1 but any subsequent "No"s on any of the…
Hi Smartsheet Team, I wanted to reach out with some feedback and a request regarding how Smartsheet forms are embedded on websites. I've been long-time user and fan of Smartsheet since 2008, and the form system has been a big part of how we collect and manage submissions for various clients and internal workflows. What's…
Hi, I have this workflow automation I am trying to set up to move rows from an active sheet into an archived sheet, I want to move rows that are older than 35 days but not move the rows that have a created date that is 5/7/2025 as those rows have a couple of columns actively doing calculations. Here is the conditions I…
Hi, I have two templates that I want to have generated upon form submission and various other triggers in my workflow. Due to potential changes, I have it re-generate so the final "step" is the version that has the most updated information. I currently have 6 templates in a single workflow, with my condition for each being…
Hello, I would like to use a pre-filled URL that would select which school region question is shown (out of 4). I can get the first one fine, BUT the issue is that we have questions that say if they would like to add another child THEN ask that second school question. Because forms only offers OR statements, if I pre-fill…
I am trying to do conditional logic where I have 35 different manufacturing plant locations and 5 of them are Canadian. The first dropdown I have is for them to select a location, and I want to have conditional formatting for the Canadian plants so that when they enter the dollar amount they get the Canadian dollar box. I…
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…
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