Automating Child Actions

lauren.green

Hi,

I am hoping someone may be able to help.

Is there a way to automatically add child actions when a new job is created? The job in this case is being added via a form and transferred across to another sheet. After each new row is inserted, how can I add 3 child actions automatically each time a user inserts a new project? I do not have Bridge or any add ons.

Thanks

Andrée Starå

Hi @lauren.green

I hope you're well and safe!

It's possible, but it's pretty advanced.

I recently developed something similar for a client.

• It creates a selectable number of assignment rows with specific details from a defined start date. Consultants use this to report their work hours and more on a row per date.

If it is always three rows, it's easier.

What data would need to be included on each row?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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lauren.green

Hi @Andrée Starå

That sounds along the lines of what I am looking for.

The child actions in this case would have a specific name under the job type column, but the information within each field would be blank for the user to fill in. How would I go about this?

Alternatively, rather than copying the rows from a different sheet each time a row is added, is there a way to automate the child actions to be copied below each new parent action from the top of the same sheet if those cells were locked and used as a template?

Thanks