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HOW TO: Duplicate / Copy a Group
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…
Formula to add Months to Date
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),…
Pre-Filled Forms Using URL Queries: Tips and Tricks
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…

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Recent Discussions

Control Center Question: Customize Profile Data vs Permissions & Sharing in a multi-tier setup?
Good morning, I'm trying to understand how our Control Center setup is granting permissions and sharing. I've received conflicting information from multiple support sessions. The most recent response seems to match what we observed, but it introduced some concepts/terminology that I haven't seen in the documentation. We…
Calendar App - Permissions
I understand that users have access to the calendar app calendar for a particular item if they have access to the source sheet or report. If I create a report that looks at two sheets and then give view access to a group that only has access to one of the 2 underlying sheets, they will only see the information from that…
Table View linked Dropdowns
Still looking for documentation, but I am curious about the limitations with the dropdown linking in Table View. Does a person need to have access to the dropdown source sheet in order for the dropdowns to populate on the Table sheet?
Calendar Apps not working properly after transferring to new Domain
Hello not sure if anyone has had this issue. My company was acquired and we are in the process of switching our email domain from example. @ABC (old company) to @XYZ (new company). The method we are using is adding @XYZ as and alternate email, then making it the primary. When I did this and then went into the Calendar App…
Updated User Role/Permissions to allow Template Sheet Creation by ALL EDITORS/Admins/Owners
Allow Templated New Sheet Creation by ALL EDITORS/Admins/Owners. I understand restricting new grid/report/etc. creation WITHOUT A TEMPLATE to all Editors/Below. However, restricting Templated new sheet creation for Editors/Above defeats the point of creating a template to allow team based scalable project workflows. The…
Updated User Role/Permissions to allow Template Sheet Creation by ALL EDITORS/Admins/Owners
Allow Templated New Sheet Creation by ALL EDITORS/Admins/Owners. I understand restricting new grid/report/etc. creation WITHOUT A TEMPLATE to all Editors/Below. However, restricting Templated new sheet creation for Editors/Above defeats the point of creating a template to allow team based scalable project workflows. The…
Publish Option Missing on Grid Sheet Despite Being System Admin with Publishing Enabled
I’m running into a publishing issue that I can’t resolve, and I’m hoping someone in the community has seen this before. I am trying to publish a standard grid sheet, but the “Publish” option and the globe icon do not appear anywhere when I open the sheet. Here’s what I’ve confirmed so far: • I am the System Admin • I am…
Undelete a Sheet as an ADMIN and Owner account is deleted
I recently switched licenses and had my assets transferred to another license owner. After obtaining the new license, i had the owner transfer back the workspaces. For some reason, the sheets within the workspace did not get transferred over. Now, the account of the license owner has been deleted, and i can see the sheet i…
Role and Permission Changes with the new USM
Hi There, I am looking for any description on Roles and Permission with the new USM. Are there any changes on the Roles and Permissions compared to the former license model? As an example I am especially looking for the User Management Roles (e.g. Group Admin, Resource viewer, Plan Asset Admin) as well as the Workspace…
Dynamic Views - Enterprise user
I am an enterprise user at UCSF. Do I need to be a premium user to create Dynamic Views on sheets I own?
Is anyone else confused by this?
If someone is a "Viewer" on an asset technically they cannot take a qualifying action, correct? Don't they first need to 1) click on "Request to Edit" at top right of asset and then be granted access by the Owner or Admin of the asset? This seems very confusing and misleading to me. A Viewer cannot become a Provisional…
Permissions added for a user without a license aren't taking
I have a user that doesn't have a license, but needs Viewer permissions to a workspace, and some Editor permissions for specific reports. When I set this up in the past, it worked great, but today, it's not working any longer. Has something changed around how permissions are supposed to be setup?
Permission levels to recovering deleted items?
Hello Smartsheet Community, I have a plan admin that deleted items from a workspace (they are not the owner of) but when attempting to 'un-delete' they receive the attached error. They did a test and were able to recover an item they own by dragging into a space they own, but they do not own any of the important items…
Sheet Vs Workstream permissions to external users
Hello, My non-profit has some auditors in the office today and they are reviewing some of our project plans as part of the financial audit. To be most efficient I have been asked to give them access to a particular project sheet. However I can't see to be able to share an individual sheet (the 'share' button is greyed…
Post Collection Release - Still Need Folder-Level Permissions
I would like to reopen the discussion on this topic: https://community.smartsheet.com/discussion/92633/folder-level-permissions Even though Collections sortof work, it adds extra complexity, extra time and extra work. Being able to share a folder as opposed to having the all or nearly nothing approach be preferred. I am…
Lost Owner Access to Workspace I Created, but Can't See Current Owner
Hi, I created a workspace some time ago, but recently my access changed (now viewer) and I can no longer manage or edit the content. I also noticed that the Owner field is blank (doesn't load), so I can't identify who currently owns it in order to request access. Is there a way to recover ownership or at least view who the…
WorkApp Suggestions - Expand on Visibility of Page Permissions
Hello, I use WorkApps frequently, and I am trying to introduce it for use throughout our entire organization. An item I wish it included/expanded on: Expand the Page Permissions View for the document descriptions. It is tough when you have a bunch of pages and have to hover over each because the spacing of the section is…
Data Linking Source Sheet Viewer Permission
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…
Merged: Access to all sheets for Smartsheet System Admins
This discussion has been merged.
RESOLVED Lost Permission to My Own SmartSheet!
I logged in this AM and was prompted to create a new password which I did. I went to access the sheet that I had created 3 months ago and been working on as late as 2 days ago. I am now told that my access is denied and to request permission. When i click the button it of course comes to my email! I click the email link…

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