Automation — Moving Parent and Children Rows Together
From looking at forums, it seems that this is not yet a function of SmartSheets.
If I were to set an automation function for a row to move from one sheet to another (e.x. from "Active Grants" to "Closed Grants"), it appears that, at best, child rows can move to the new sheet as parent rows (given that they all meet the requirements of the automation).
My request is that if a parent row moves at all, every child row should move with it in the same parent/child structure that existed on the original sheet.
Best Answer
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That is currently how it functions. I leverage this in a solution that will automatically create child rows for each form entry.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
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That is currently how it functions. I leverage this in a solution that will automatically create child rows for each form entry.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Ah, thank you very much.
That is my bad, I was reading forum responses that were maybe too old without testing myself.
I appreciate your response and the time you took to inform me.
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