Sign in to submit new ideas and vote
Get Started

Hierarchy automation workflow - subtasks inheriting data from parents

In the automation workflows, we need an action that will allow us to drive hierarchy related automations. The obvious one that lots of people want is to simply inherit data from parents. Using formulas in the sheet view is possible, but it's limited and very clunky. I've attached a simple image showing what I would want.

Action - Inheriting the values from the parent in the same column would be the simplest start, and it would be a good foundation to build on for future needs.

Maybe a condition to trigger action for only subtasks - 'Is Child'. I'm not sure if this is even needed, but it might help limit the execution of this workflow when there is no parent.

I think there is some low hanging fruit available to add great value within the automation workflows.

1 votes

Idea Submitted · Last Updated