Smartsheet Product Feedback & Ideas

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Use a form to create a parent row with children rows underneath it

✭✭✭✭

I want to have the form be used to create a row with child rows underneath it, so I don't have to keep doing this manually

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122
122 votes

On Roadmap · Last Updated

While we can't provide a timeframe, we're very happy to share that using a form to create rows with child-parent relationships is in the early stages of planning and we are working on designing how this might be accomplished. Please continue to add your use-cases in comments below, your feedback is very helpful!

Comments

  • ✭✭

    I could use that functionality as well

  • Just jumping in here to let you know that @Paul Newcome posted an explanation of one way you could do this using formulas and workflows:

    Auto-Create Child Rows WITHOUT Bridge or API

    Cheers,

    Genevieve

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  • This would be really helpful in my situation too!

  • ✭✭✭✭

    Would this work for child rows that aren't always 2 and can vary in numbers and parent rows aren't always in the same row?

  • ✭✭✭

    Love this idea! Currently, every new row added to a sheet by a form has to be manually indented as a child row. It would be fabulous to be able to add the row automatically as a child to whatever parent row is closest to the bottom of the form (or top, if that's how your rows are added!).

    Project Coordinator

  • This is a great request that I can definitely put to good use!

  • Community Champion

    Holy cow, I am SO HAPPY to hear this is on the roadmap!!!

    If my comment helped you, please help others by marking it as an accepted answer and consider helping me by clicking the 💡Insightful or ❤️Awesome buttons below!

    Monique Odom-Stearn

    Architecture Solutions Manager

    Smartsheet Leader & Community Champion

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  • ✭✭

    This opens the door for so many applications.

  • ✭✭✭✭

    It would be nice if certain values were entered in on a form, that a children row would be populated automatically with its submission. We have multiple products at sites that may need attention. I would like each product listed underneath the parent row, automatically. Instead, I have to have a column for each submission value which isn't easy to manage.

  • ✭✭✭✭

    +1 for me on this feature!

  • ✭✭✭✭

    I've built a work-tracking system that requires users to enter standard course projects that can be a single 'segment' or have multiple segments. Adding a single-segment course is easily done via a form. However, adding a multi-segment course requires giving users edit access to the sheet & training them to enter data only in a few columns. (Other users regularly need to update other columns so locking or hiding isn't a viable option.)

    I want the ability to have the form ask 'what's the name of your course' and 'how many segments', then create rows in the sheet with parent/child relationships like this:
    COURSE NAME
    — SEGMENT 1
    — SEGMENT 2
    — SEGMENT 3

  • ✭✭✭✭

    I would like to have the ability add a child row to a specific parent row in a form. Like maybe selecting the parent from a dropdown. Most of the time this will be after the parent has initially been created.

    Sherry Fox

    Business Process Analyst 3 | C5ISR Group | HII | Mission Technologies

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  • ✭✭✭

    Use Case: We onboard new accounts that have main Group Code for the entity and Subgroup Codes for the locations that entity has. If we could send a form that allowed them to add details for each location as child rows under the entity, that would be extremely useful. To take it a step further, sometimes these locations might have multiple addresses - like a billing address and delivery address. If the form could allow the end user to select that the location has x number of addresses and add another level of child rows for each address it would be even better.

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