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Smartsheet Community

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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…
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 The first one that I find makes…
When to use = and "" in COUNTIF formulas
I came across some weird COUNTIF functionality recently in one of my duplicate check column formulas. I wrote some exploratory formulas and wanted to share! Key Takeaways Numbers with leading 0s requires both = and "" Regular text requires "", but = is optional Regular numbers do not require = or "", but work with one or…
Speedometer Chart: Core Product
I've noticed a few people asking for Speedometer Charts in Smartsheet, so I figured I would go ahead and publish this solution that I developed. It was some years ago, so there may be better ways and / or more efficient formulas, but this should at least help get everyone started… A few notes to kick things off… This…
1 of 2 : How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet
Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for privacy. I had to split this into two posts due to the length. 1 of 2 : How to send Outlook emails using a template populated with…

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Recent Discussions

Fun with Formulas
Aug 5, 2:00 – 2:30 PM (EDT) Don't miss out on an interactive session dedicated to exploring Smartsheet formulas! Learn how to simplify and organize complex formulas, discover essential tips and tricks, tackle common troubleshooting issues, and exchange valuable use cases and insights with fellow community members. Bring…
Mark "True" If Value in Cell is Found in Column AND Between Two Dates
Hi all, I am trying to build out a formula that will return "True" if the CIF #@row can be found above it in the same column (CIF #) AND the Days Since Created is between 30 - 365 days. All of the formulas I have tried have only gotten me so far as the "AND". Adding in the dates screws it up. The goal is to determine if…
Best practice for cross-team project dependencies and consolidating reporting?
Hi everyone, I am looking for advice on the best way to architect a cross-team project tracking system. My current setup: * I have multiple teams, each maintaining their own individual project sheet. * Each sheet contains a list of projects specific to that team. The Goal: * Cross-team Dependencies: I want to add a…
COUNTIFS in Sheet Summary utilizing a Contact Card column
I am trying to create a sheet summary, where the field is a formula that relies on a contact card within a column. However, it keeps returning a result of "#NO MATCH". The columns involved are, 1:) Priority (symbol column) for Up, Unchanged, and Down, and 2:) Contact Card column. I am trying to get a sheet summary formula…
How to enlarge cell formula reference limit
I have a sheet with 5000 rows and 30 columns. with 4 columns of them are formular columns. How can i reach this limit for 25000000 formular cells reference? How can i enlarge this limit? I need those formular to link some data from another sheet as there is also Max cells limit for one sheet. How can I join those data…
Sheet Summary - Column Totals - How to Combine in a Report
I have #'s that pull from each project into each sheet's - sheet summary. Those then get pulled into a sheet summary report. They are currently grouped by what channel they are in. Each column gives a total sum. I was asked to see if we can combine the total sum into one number, so it shows how many total SKU's are being…
Counting and Position
I am looking identify a records position within a count. Meaning if I have a CountIf that comes back 10 records I would like to know if I am on the 1st record or the 5th record.
Using SMALL + COLLECT to rank items by due date — duplicates showing the same row
I'm building a "Top 4 Critical/High Priority" tracker on a dashboard sheet that pulls overdue items from a RAID Log using INDEX/MATCH/SMALL/COLLECT. Here's my current formula: =IFERROR(INDEX({Task Title Ref}, MATCH(SMALL(COLLECT({Due Date ref}, {Due Date ref}, <=TODAY(), {Priority Ref}, OR(@cell = "2-High", @cell =…
Report Inquiry
Does anyone know how I would organize a report sheet by date instead of by project number ? I wanted it to be in date order instead, oldest - newest. Any help is greatly appreciated
Matching Values from two multiselect columns
Hello, I have in an intake sheet two multi-select columns - Carriers and ASLOBs. In another reference sheet I have a matrix where I have combinations of Carriers and ASLOBs with a matching Operating Company. What I am trying to active is: Match first value from Carriers column to first value from the ASLOBs column and then…
AI for formula is not working
I would like to make the following into a formula, and tried using the formula AI option, but can't get the formula to work! "If the number in Site column (on 123 sheet) matches number in Site Number column on ABC sheet, and meeting date on ABC sheet is in the past display "1"
Counting Number of Tickets Between Dates
I am trying to count the number of tickets between dates that are client facing only; everything i've researched brings me back to this formula, however I keep getting #UNPARSED and i cant figure out what is wrong =COUNTIFS({ReportedDate}, ">="&DATE(2026,4,1), {ReportedDate}, "<"&DATE(2026,7,1), {Category},…
How to make dynamic placeholders stop duplicating down email
We have an automated report that sends out once a week using dynamic placeholders in the email automation. everything is working mostly as it should however we cannot figure out how to get one of the placeholders not to copy down the whole email. The placeholders we are using are {{Start Date}} - {{End Date}} {{Agent}} -…
Formula to Automatically Calculate Remaining Budget Based on Multiple Conditions
Hello Smartsheet Community, I'm trying to build a formula that automatically calculates the remaining budget for a project based on several conditions, and I'm running into issues with the logic. Scenario: * Each row contains:* Approved Budget * Actual Cost * Project Status (Not Started, In Progress, Completed) *…
Copy the most recent application cell data from another sheet
I have a master sheet with promotion applications linked to a SmartSheet form. Each applicant is identified by a ID number. There is a second sheet with the managers evaluation form. I don't want to send an update request or approval. I then want to copy the cells from the managers evaluation back in on the same row as the…
Exclude canceled tasks from the automatic calculation of the parent's % complete
Hello everyone, I'm working on a project sheet (with dependencies enabled and the Gantt view) and I'm looking for a way to exclude canceled tasks from the automatic calculation of the % complete on parent rows. My requirement : When a child task changes to “Canceled” status, I want it to no longer be included in the…
Sheet Summary Average for last 180 days
I am trying to make a sheet summary that will give me the average of column "# of Days Open" if column "Date Entered" is equal to the last 180 days.
countIFS/COUNT COLLECT
the first screenshot below is picking up the month number the stage is against the project name (primary column) pls scroll down the second screen shot below is my set up to try do a count function against month numbers I am failing to get the correct count function for this sheet im trying to make it dynamic rather than…
Countif Formula Addition - Exclude Value from Another Sheet
Hi all, I was wondering if anyone can help me and apologies if I do not explain this very well. I am trying to make an addition to an existing formula, to exclude a value from another sheet, but still count blanks. Current formula under 'Total Perm' column on main sheet: =IF(OR([Perm Promo]@row = "No available promo", [Max…
Average Resolution with Date
I have my average resolution for each ticket that is opened, and then i want to reach a summary sheet for each quarter that gives me my average resolution based on the quarter by month - i'm using my resolved date column so its in a date format. This is the formula that I am using, however i keep getting errors This gives…

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