How do I include the parent row of a task that is being triggered by a condition event of the task?

Warren McKillop

My project timelines are separated into parent / child relationships, with the description of the component in the parent row, and the description of the task in the child row.

The child row is triggering an email to the project manager based on the condition that the end date is in the past and status in not completed.

I would like included in the email triggered by the above to include the parent row of the task that was triggered, but have not been able to find that option.

screen shot below is of the email the project manager receives of only the child rows

jmyzk_cloudsmart_jp

Hi @Warren McKillop

I think what you want is a technique known as "Breadcrumbs."😀

You can get parent or ancestor information by the PARENT or ANCESTORS function.

Example formulas:

• =JOIN(ANCESTORS([Task Name]@row), " > ")
• =PARENT([Task Name]@row)
• =IF(ISTEXT([Parent Task]@row), [Ancestors Task or Breadcrumbs]@row + ": " + [Assigned To]@row + ": " + Start@row + " - " + Finish@row)

https://app.smartsheet.com/b/publish?EQBCT=d164889dd0cf4b289bb458d32e5154c7

jmyzk_cloudsmart_jp

Hi @Warren McKillop

I think what you want is a technique known as "Breadcrumbs."😀

You can get parent or ancestor information by the PARENT or ANCESTORS function.

Example formulas:

• =JOIN(ANCESTORS([Task Name]@row), " > ")
• =PARENT([Task Name]@row)
• =IF(ISTEXT([Parent Task]@row), [Ancestors Task or Breadcrumbs]@row + ": " + [Assigned To]@row + ": " + Start@row + " - " + Finish@row)

https://app.smartsheet.com/b/publish?EQBCT=d164889dd0cf4b289bb458d32e5154c7

Warren McKillop

thank you, this helped :)

jmyzk_cloudsmart_jp

Happy to help!😁