If Imported File Contains the Same Value in a Field Multiple Times Automatically Create Children

clairehunter

Okay. This is super hard to explain. Here it goes, I will be importing an excel file to smartsheet through zapier. One header field is called "Reference". I will be importing orders, and how it exports into Excel, each individual product on ONE order will have the same Reference number. For example, 5 rows might say 1290378, they are different products on one order.

I want to create a formula that would automatically indent these 5 rows that have the same value in the Reference field, and create a parent row with only a few fields filled out. I hope this makes sense. LMK if questions. Thanks so much!!

Andrée Starå

Hi @clairehunter

I hope you're well and safe!

Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

clairehunter

Uploading a ss for reference!

As you can see, some fields will only apply to the parent fields and some only to child fields, but sets have the same "Reference" number.

The parent would need to be auto created through the importing process or by formula I guess? How it will be imported is JUST the children.

clairehunter

https://community.smartsheet.com/discussion/comment/381069#Comment_381069

Uploading a ss for reference! 

As you can see, some fields will only apply to the parent fields and some only to child fields, but sets have the same "Reference" number. 

The parent would need to be auto created through the importing process or by formula I guess? How it will be imported is JUST the children.