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…
Has anyone else encountered an issue with the Smartsheet Notification Center where the red badge on the bell icon doesn’t clear? Mine has been showing “2” unread alerts for several days, but when I click on the bell, the panel says I’m all caught up with no notifications to review. I’ve already checked for update requests,…
Can we set the request for update to be sent based on business days rather than calendar days? For example, I want the automation to send to staff assigned if no change in activities of the row for x days. We want to set this to be business days instead of calendar days. Would this be possible?
We are leveraging Smartsheet with user groups who do not have permissions to the original sheet, but have access to comment through dynamic view. While tagging users who do have access to dynamic view, we are still getting the attached notification causing a lot of confusion for our internal users. It would be of great…
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…
Our team uses template project folders to easily create each projects schedule and trackers. We use the "Save as New" functionality attaching all reports to the newly created folders. Recently, after saving as new we are getting this "Unable to Run" notification for the automated notifications within our schedule. When…
It would be good if we had more control over how Document Generation Attachments are added to a row. We have a use case with two Document Generation workflows – one for updating a PDF during preliminary statuses (New, Revised, etc.), and the other upon reaching Approved status. They each create a PDF with the exact same…
I'm trying to attach all row attachments to an email using automations. The problem is that the system seems to only include attachments that were generated by that process, and the files I need attached are from two different processes. Files: image.png - Uploaded to the form. It currently shows in the approval page (Not…
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