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 are getting email notifications that a proof has been approved, but when going to the proof the status still shows as pending approval. I'm not able to find any pattern or input that is causing it. It also seems to be happening more than usual. Any ideas out there?
Status quo: I create a workflow with a request to review and approve a certain value in a cell. The review as the option to approve or decline. Issue: In case of an approval, not issue. BUT in case the approver rejects the request, means he wants to express that the new / changed value is not correct, the wrong value…
Hi. I want to create an approval workflow for the following example: I have a list with contact for several equpiments. Now, somebody will change a name. In this case, a workflow will be triggered (trigger is change of the value), requesting the approval of the Manager. Setting up this is clear. My questions is focusing on…
We are looking for a way that our approvers can add a comment to Approval notices they receive. Is there a way to add or include a fillable field directly into the Approval notice? Our other option is to have the Approver approve/deny from the Approval notice and then to automate a request update that has the "Comment"…
May 1, 2025 Hi Community, New feature alert! Finalize your project content faster with Approvals in file library. You can now kick off structured approval workflows to gather feedback and streamline reviews on your project files. It’s everything you love about proofing, built right into file library! Easily set up requests…
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