Parent Child Automatic Formatting

Hi I am wondering if there is a way to automatically change a parent row's text? Any help would be greatly appreciated.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Melanie Sanders

    I hope you're well and safe!

    I usually add a helper column called Lvl with the formula below. You can then use it to identify parents, use it for conditional formatting, and more.

    =IF(COUNT(CHILDREN([Task Name]@row)) > 0, COUNT(ANCESTORS()) + 1)
    

    I hope that helps!

    Be safe, and have a fantastic week!

    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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

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

  • Melanie Sanders
    Melanie Sanders ✭✭✭✭✭

    Hi @Andrée Starå! I am doing good. Happy 2024 to you!!

    Thanks for taking a stab at this. I am unclear what the formula you created above does exactly. If I wanted for all Child rows to be in italics and the parent rows to be bold and a smaller font, how would I accomplish?

    Thank you!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Melanie Sanders

    Happy to help!

    You would convert it to a Column Formula, and then each level except children will get a number, and then you'd use them for reference in the Conditional Formatting rules.

    Make sense?

    Would that work?

    Remember! 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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

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

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!