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Smartsheet Community

Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.

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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

🎉 Exciting News: The Smartsheet Architect Learning Path is Here!
Hey Community, We've been hearing you — and we're thrilled to officially announce the launch of the Certified Smartsheet Architect Learning Path on Smartsheet University! If you've already earned your Builder Certificate of Achievement or Smartsheet Professional Certification and you're hungry for more, this path was built…
Cross Sheets/Integrating data
I would like for info entered into Sheet 25 to be automatically updated into Sheet 37. There are no numbers/calculations,- just data & dates, the structure/names of the columns of both sheets are different, child rows are involved. Does anyone know if this is something that Smartsheet is capable of? TIA
Smartsheet install/connection blcoked from Google doc
Dear team , Last week i had issue not to see Start button when connect to Smartsheet on google Doc The button showup , but still I have error message below: This app is blockedThis app tried to access sensitive info in your Google Account. To keep your account safe, Google blocked this access. I tried the below and still…
Google Doc no longer is conneted
Hello Team, I have been using the Smartsheet add-on with Google Docs for years without any issues. Today, the connection suddenly stopped working. Previously, I could access Smartsheet data from Google Docs But now under Extensions → Smartsheet, I only see a "Help" option instead of "Start" or any connection options. I…
Bridge + Third-Party API: Anyone successfully configured IP allow listing for outbound calls?
We're building an integration between Bridge and an external HCM/payroll API. The third-party system requires strict IP-based allow listing for any external connections and cannot accept DNS records or hostnames as a substitute. The challenge: Smartsheet's documentation only references webhooks.smartsheet.com for inbound…
Copilot Frontier integration
Microsoft now has an official Smartsheet Sheet connector for Copilot. It indexes Smartsheet content so Copilot can search and reason over it inside Microsoft 365. It's in BETA right now. What are some of your success stories / plans for this? Apparantly this can enable: multi-step work across Microsoft 365 applications,…
Has anyone been able to get the Claude connector read write permissions?
How did you do this? I have had a support ticket in since the beginning of last week. It is still unassigned and I can't get my Smartsheet rep to respond to my inquiries.
New Learning Series: "Mastering Smartsheet API" — Part 1 is live
Hey dev friends, We just kicked off a new hands-on learning series for the Smartsheet API Developer Ecosystem: Mastering Smartsheet API. From your first API call to production integrations and the new MCP Server for AI agents — this series covers the full path. Part 1, "Zero to API: Your First Successful Smartsheet…
Upcoming Deprecation of Smartsheet's Integration with Google Chat
Hi Community, We will be deprecating the Smartsheet Integration with Google Chat on May 29, 2026. What this means for you: After May 29, 2026, any users who already have the Google Chat integration installed will stop receiving notifications, updates, and requests from the Smartsheet chat bot in Google Chat. However, they…
Conditional Logic in Forms
I’ve started building a form in Smartsheet using the Smartsheet Form Builder, and the responses are successfully populating my sheet. The challenge I’m running into is creating conditional logic within the form to narrow down selections. For example, if a user selects a state (such as Florida), I’d like the next question…
HOW TO: Smartsheet form/sheet to Sharepoint List (Including Attachments) Integration
With the help of ChatGPT, I just finished creating a Power Automate workflow for a Facilities Work order request. A user fills out the form, the row is created, and the Power Automate workflow copies the Smartsheet row AND ATTACHMENTS into a Sharepoint list. Source Sheet: Here's my actual Power Automate Workflow: my power…
Bridge workflow - add multiple rows with one api call
I have an incoming sheet (sheet 1) that gets entries through a userform and it allows users to request up to 5 items per form submission. Each item goes into its own column (Column1 through Column5). Then I have a bridge workflow that is triggered when a new row is added to sheet 1. This workflow creates a new row for each…
Multi Year Metric Dashboards
I am looking for some examples and advice on how some of you have set up multiyear metrics. One example of what I am currently working on: I have Behavioral health completing surveys where a lot of the questions are an best to least answer or 1-5 value to choose. They currently track quarterly and by year for metrics. So…
Automated Smartsheet Update from Tableau
Hi all, I'm trying to automatically update a Smartsheet dashboard widget using data from Tableau. Currently I am manually refreshing or updating the widget, and I'd like to find a way to automate this process. Specifically, I'm wondering: Is there a native integration that allows a Tableau view or chart to live-embed in a…
Is anyone using Smartsheet as their CRM?
We are looking to convert to Smartsheet as a CRM, but wondered if anyone has done this and the steps they took to develop their system. Also, transferring the information from the current CRM onto Smartsheet, any tips for how you did this, manually or via CSV file? Need some help.
Power Platform impact of deprecated APIs
With the deprecated APIs is there any impact to the Smartsheet Actions implemented in Power Automate?
Connect your Smartsheet data to Claude to get real-time insights and take action
March 2, 2026 You can now connect Smartsheet directly to Claude through our new MCP Server integration, enabling you to get real-time insights, understand project health, and take action on your work, all through conversation. Claude securely accesses live sheet data to analyze task progress, overdue items, and key risks —…
Smartsheet Integration with MS TEAMS
Hello! I have created a collision calendar within Smartsheet Calendar and have it posted in a dashboard format on Smartsheet. I would like to add it as an app integration into a Microsoft TEAMS site. So, when a member of the TEAMS site goes to it they can easily click at the top beside "shared" or "files" and have a…
Smartsheet for Slack and Microsoft Teams now generally available in AU and EU Regions!
February 11, 2026 Smartsheet’s integration with Microsoft Teams is now available for all users in the AU and EU Regions! This will enable users around the globe to collaborate where they work, moving projects forward seamlessly. Learn more. Environment Availability: All Plan Availability: All Subscription Model…
Microsoft Teams Integrations - Option to Send Auto Alert to Group Chat instead of only Teams Channel
Within our organization, we utilize Microsoft Teams for almost all communications. I have been researching and troubleshooting for a bit and have found that automated alerts can only be sent to Teams Channels instead of Group Chats within Microsoft Teams. If I have misunderstood, or someone has an idea to bypass this,…

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