Card view, have sub-tasks reflect same status as parent

Hudson_TMR
Hudson_TMR ✭✭
edited 05/12/23 in Formulas and Functions

I have a simple tracking sheet. Tasks with status's. I view this sheet in card view typically. The Status column has your standard (backlog, working, in review, closed) values as drop down lists in sheet view, enabling view by status in card view.

When there are sub tasks, I'd like for their status to change at the same time as their associated parent changes. So even if a sub task is not 'done', if the parent status changes to closed, I'd like the sub tasks to also shift their status to closed.

I've built the helper column for status to show the value of the parent for the sub tasks, so the helper column (Status Helper) has a column formula of =Parent(status@row) and that correctly shows the value in the associated parent's Status field. I can't seem to figure out how to 'force' this into the subtask's status field using the automation. The automation engine doesn't seem to want to take a formula that fills the status field.

Any thoughts or suggestions would be appreciated.

Answers

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!