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
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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!
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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
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What about using a project plan template for the data and indenting the children under the parent?
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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.
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Hi there,
This issue is working within Brandfolder not Smartsheet. Just to clarify.
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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
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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.
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