Move/Copy Row Automation to Include Child Rows
Hello,
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the employee's file (at the parent level) and have the parent AND the child rows moved out to another sheet for historical reference.
Comments
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Hi,
I hope you're well and safe!
That works already. If you move/copy the Parent row, the Children will automatically be included.
I hope that helps!
Be safe, and have a fantastic week!
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.
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Hey @BB2791
I've moved this out of the Product Ideas category since, as @Andrée Starå correctly noted, this already works! 🙂
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For reference, here is a link to a thread that shows it working. It isn't your exact use case, but it does show that a trigger on a parent row can copy/move the whole hierarchy set.
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I just tested this again and it worked. I don't know why I didn't have that experience the first time I tried it. I appreciate you all letting me know and @Paul Newcome that was a great post you shared. I was looking for a solution like that in the past but didn't see anything like this.
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@BB2791 Happy to help. 👍️
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Excellent!
Happy to help!
✅Remember! 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.
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