Connecting assets in a Parent/Child relationship

Hi there! We are looking for the best way to connect assets that have a main version (Parent) with specific state variations (such as CA, FL, etc.) (Child). My first thought is to use keywords in the description field or a specific tag to connect the assets but wanted to ask if there was another way.


Thanks!

Best Answers

  • Rebeca S.
    Rebeca S. Employee Admin
    Answer ✓

    Hi @jenmiller751,

    There could be different ways to do this depending on how you use the assets, here are a couple options:

    Option 1 would be adding the "Child Assets" as attachments to the "Parent" asset, so they all live in the same asset, and name the attachments based on State.

    Option 2 would be using Dependent Custom Fields. You could have Custom Fields for the "Parent Assets," and create dependent fields for the "Child Assets" based on State.

    • Enable Custom Fields - Click the Settings button > select General settings > Advanced tab > enable Control custom fields.
    • Set Up Custom Fields - Select the Custom Fields tab > add custom Keys and Values > select Update Custom Fields
    • Set Up Dependent Custom Fields - Click the Settings button > select Bulk Management > Custom Fields > choose the Dependency tab > select +Add dependent custom fields.
    • There you'll be able to download a CSV template with the current Keys and Values, you can add the dependents in this template (separate multiples with a semi colon), and upload it again. You can check the help article for more information.

    If I can help you with anything else, please let me know!

  • Rebeca S.
    Rebeca S. Employee Admin
    edited 01/09/24 Answer ✓

    Hi Jenni,

    Makes sense! Hope these options work well with the integration, but happy to help if you have any further questions as you test them.

Answers

  • Waynedalf
    Waynedalf ✭✭✭

    What about using a project plan template for the data and indenting the children under the parent?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @jenmiller751

    I hope you're well and safe!

    Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

    I hope that helps!

    Have a fantastic weekend & Happy New Year!

    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!

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    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Hi there,

    This issue is working within Brandfolder not Smartsheet. Just to clarify.

  • Rebeca S.
    Rebeca S. Employee Admin
    Answer ✓

    Hi @jenmiller751,

    There could be different ways to do this depending on how you use the assets, here are a couple options:

    Option 1 would be adding the "Child Assets" as attachments to the "Parent" asset, so they all live in the same asset, and name the attachments based on State.

    Option 2 would be using Dependent Custom Fields. You could have Custom Fields for the "Parent Assets," and create dependent fields for the "Child Assets" based on State.

    • Enable Custom Fields - Click the Settings button > select General settings > Advanced tab > enable Control custom fields.
    • Set Up Custom Fields - Select the Custom Fields tab > add custom Keys and Values > select Update Custom Fields
    • Set Up Dependent Custom Fields - Click the Settings button > select Bulk Management > Custom Fields > choose the Dependency tab > select +Add dependent custom fields.
    • There you'll be able to download a CSV template with the current Keys and Values, you can add the dependents in this template (separate multiples with a semi colon), and upload it again. You can check the help article for more information.

    If I can help you with anything else, please let me know!

  • Hi @Rebeca S.

    This is what I was thinking but wanted verification. We currently have an integration that may limit me adding custom fields, and each piece needs a unique CDN link so these suggestions will need testing.


    Thanks for your input!


    Jenni

  • Rebeca S.
    Rebeca S. Employee Admin
    edited 01/09/24 Answer ✓

    Hi Jenni,

    Makes sense! Hope these options work well with the integration, but happy to help if you have any further questions as you test them.