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 have worked with multiple support AIs, and yours has to be the most useless and annoying agent I have encountered. Doesn't do anything right. How do I even get in contact with support? First off, no agent is ever available for chat. And when cases get created, no agent ever picks them up. How am I supposed to get…
Allow AI to show history of what was asked and the results for future reference.
We have a very strict policy on AI tool usage. How can we outright disable AI tools on the platform?
Smartsheet's AI is great! However, this question is for those of you who are also using LLM's such as ChatGPT, Gemini, Perplexity, Claude, etc. for creating formulas, asking best practices, analyzing data, and just generally getting answers to your questions more effectively and accurately. Questions: What did you teach…
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