Automatically Create Parent Row From Child/Children

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clairehunter
clairehunter ✭✭
edited 06/21/23 in Formulas and Functions

What will be imported is the white (2,3 & 5,6,7) rows. I want a parent (ex: orange rows 1&4) to be auto-created for any unique number in the "Reference" field. Any help would be appreciated! Thank you!

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Answers

  • Brian_Richardson
    Brian_Richardson Overachievers Alumni
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    As far as I know, there is no way to automatically import and create parent/child relationships unless you use the API or Bridge.

    If you’re using the API directly or using Bridge you can specify hierarchy when you add or update rows..

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN

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