Is there a way to have a parent row and child row live in two separate sheets?
I am looking for a way to have a parent row and child row live in two separate sheets. I am trying to avoid (at all costs) having two unrelated rows in different sheets with product data for the same company.
Here's some additional context to help with understanding of my need:
I am using Smartsheet to track product validation testing for my team's partners. Normally (90% of the time), a partner comes into the lab validation testing with one product. Once in a while a partner will come back in the future with a new product that they additionally want tested in our lab. I need to be able to track and document these two products in separate sheets but keep them related to the partner itself.
Ideally, I would have the partner as the Parent row and the products as the Child rows. The problem is that, although the product testing is for the same partner, the individual products may get assigned to different members on my team for testing and, therefore, would be tracked on their separate pipeline sheets.
Hoping someone has a solution, or work around that will help!
Answers
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@Linds_HPE This is high level since I don't know exactly what your solution looks like, but you can create a unique ID for each Partner then put it on the rows for each product.
If you use the same column names for these in the sheets, you could add the sheets to a report and see the rows from the different sheets grouped together.
Darren Mullen, smartsheetguru.com
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Author of: Smartsheet Architecture Solutions
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The report route was going to be my suggestion as well.
You can add a support column to identify whether something is a parent or child row by making =count(ancestors()) as the column formula. Then have two separate reports, one filtering for the parent, which would be 0 and one for the child. But, similar to what Darren said, it will probably depend on what your solution looks like.
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