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…
Summary On Feb 23, 2026, we’re rolling out a security enhancement that adds an additional entitlement check before sheet/report data can display in dashboards on another plan. If you embed a sheet or report you own into a dashboard on another plan (for example, a customer account) and Safe Sharing is enabled on your plan,…
Safe Sharing impacts both Smartsheet object sharing and notifications. We can run a sheet access report to determine which shares violate our intended Safe Sharing rules and proactively work with the owners to adjust them BEFORE implementing Safe Sharing however, we are completely blind when it comes to the email addresses…
I just returned home from ENGAGE and learned about Safe Sharing. The presenter mentioned there is a form that could be set-up for those to request someone be added to the Safe Share list for a set period of time and then have that sheet set-up with automations to alert someone if they need to be changed. I was wondering if…
Hello, As an enhanced security feature, I would like to recommend that a pop-up window appear asking the user to confirm before sharing an entire workspace (vs. a single sheet) which could contain sensitive or restricted details. Best, Cassie
I'm concerned about the low level permission given to the source sheet access to link data to a new sheet. Currently, you only need viewer permissions on a source sheet to map that data to another sheet in Table View. In order to bring that data into a new sheet the source sheet permission should be Editor-can share at…
Hello everyone, I have looked throughout the online Smartsheet resources and have seen various discussions on managing users when moving to the USM. My questions for those who have made the move to USM, What other challenges have you come across as a PMO? Are you able to manage via the Global Admin settings, sharing and…
There are MILLIONS of domains. We are attempting to streamline our trusted domain list across all our company applications and our exemption request process so approvers only have to approve domains once for all applications, domains are assess and approve consistently and build automations to add approved domains to the…
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