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…
Since the license model has changed, the option to Share should default to VIEW, not EDIT. The View option allows less-experienced users to share that way by default, and share as Edit only when needed. This allows for less cleanup during true-up. This also prevents users from adding provisional licenses unknowingly.
I'm sure everyone here who have transitioned or about to transition to USM know the model has not been thoroughly thought through and has significant loopholes. We will be converting in October (YIKES!). Can someone who has used the USM True-up page help me answer a scenario question? Scenario: If a user was downgraded to…
If external users are sheet/report/workspace owners, are they required to be paid members? We have 5 or 6 partners who have created/own items and I am assuming they have to be paid members if they own items in our account.
Hello all, I'd like to preface this by saying I've reached out to my account reps several times by email and gotten no reply, so I'm asking/venting here. I've recently been made aware that after selling my company the business plan with one of the core selling points being unlimited free editors, Smartsheet is now removing…
Hi Community! I am looking to connect with someone from another organization using Smartsheet who can speak to the “True Up” process in the new User Subscription Model. My company has not transitioned to the new model yet, but we will be soon and have some questions we'd like answered by fellow customers who are living in…
Can anyone suggest a method to change our plan? Has anyone changed their workflow, such as reverting to Google Sheets? We are currently on Enterprise, using the control center. Trying to go down to the Business plan. We are actively pursuing a new software solution as a life cycle solution, and we will only keep the basics…
We are currently on an "silver" enterprise plan with 25 users and 22 provisional users until August 26, 2025. I'm exploring different ways to use smart sheet so I don't have to nearly double my costs with subscription model. Any help would be greatly appreciated, thanks Jef
Hello Community, We’ve published the following new content. New articles: Filter your data in table, board, and timeline view Introduction to timeline view Smartsheet essential glossary New videos on these topics: Manage your True-up Process in Get started with the User Subscription Model How to use Column Links in Create…
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