Move/Copy Row Automation to Include Child Rows

BB2791 ✭✭✭✭
edited 08/16/23 in Smartsheet Basics


I love the pre-configured automation Smartsheet has to easily opt to move or copy specified rows out of a sheet and into another sheet. It would be helpful to be able to move a group of child rows with their parent as an added level of functionality.

Use case:

I'm using Smartsheet to manage credentialing for employees. I have digital "files" set up so each employee is a parent row and all of their documentation and certificates are in child rows beneath the parent. When someone leaves or is terminated I would like to be able to check a box to "Archive" the employee's file (at the parent level) and have the parent AND the child rows moved out to another sheet for historical reference.