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 setup an automated workflow to notify users via notification email once their requests have been fulfilled. I've configured the workflow to trigger a completed notification email to the requestor based on the email in the Requester Email Address column after I've changed the status to Complete in the Request Status…
Many on my team are receiving Smartsheet notifications in their Smartsheet alerts, but not receiving the notification email. Settings were checked and all boxes are checked to receive emails for any/all notifications. Can't figure out what else may be the hurdle here? Thank you!
Hi everyone, I have set up a workflow that is sending notification reminder when task is coming to due. The trigger has been set up as once the status column shown as coming to due then the smartsheet will send the notification. But the user will only receive the notification when he open the sheet. If he doesn't log in,…
The current owner of our Master Leave/FMLA Tracker is continuing to receive automated emails related to employee leaves, even for cases that are not assigned to her. She would like to stop receiving these emails, and instead have them directed to our corporate leave inbox. We’re unsure what is triggering these automated…
I have an employee who's having issues with an automation I'm a little stumped on. It's a pretty simple automation when the drop-down assigned to changes to any value it should email her Troy Myers. I confirmed your email is correct and this is the email assigned to her profile account. If she is the only one marked to…
Ii would be a great addition to receive a notification once a badge path has been started to bring awareness to the goal and encourage the customer to complete it. A notification of how close they are to the goal would be a great feature as well, such as when Smartsheet University will send a reminder email that a course…
Hello Community! I have an automation set up to notify when the first box (documentacion) is selected to send to one group and two set up so that when all paperwork is checked it sends to two separate groups. My automation is not working when i have similar setups in many other sheets. when i force it to run by right…
At the Notification Bell, I know you can remove ALL notifications if you wish, as well as manually Trash individual notices, but can the "read" emails be removed so that the user doesn't need to scroll through them to find the un-read emails? Or maybe an option to manually delete the "read" notices?
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