If Imported File Contains the Same Value in a Field Multiple Times Automatically Create Children
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!!
Answers
-
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
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.
-
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.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.6K Get Help
- 403 Global Discussions
- 215 Industry Talk
- 455 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 136 Just for fun
- 56 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 296 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!