BRIDGE - Move new row to correct sheet level

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I believe I have seen the instructions for this BRIDGE workflow before, but for the life of me I just can't find it.

I'm trying to create a BRIDGE workflow that will move a new entry under the appropriate parent row of the same sheet.

For example: Let's say there are 10 project types at level 0. If a new record is submitted for project type #1 then make that row a child under the project type #1 level.

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Answers

  • Brian_Richardson
    Brian_Richardson Overachievers
    edited 05/24/24
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    Hi Earl, you can use the Update Row step in Bridge for that.

    I'd set the workflow up like this:

    Trigger: Go to Integrations…Smartsheet…Triggers and set a trigger for Row Added on the sheet that you're working with. You'll need the sheet ID.

    Get Row: you need to get the data from the row that was just added, it won't be in the trigger data. Get row for {{runtime.event.id}} row ID.

    Search Sheet: Do a Search Sheet to get the row ID of the parent row that you're looking for. Setup a Row Filter in this step to look for the row with the right Project Type (use the reference to the Project Type column from Get Row step, and Level = 0 )

    Update Row: In Update Row, expand the Advanced Options, Location, then reference the row ID from Search Sheet in the Parent ID field. Don't forget to also put in the Sheet ID {{runtime.sheetID}} and Row ID {{runtime.event.id}} at the top of the settings for this step.

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN

  • earl_bennett
    earl_bennett ✭✭✭✭✭✭
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    I think at a high level I know what to do, but I thought I saw some detailed instructions at some point that would make this a lot easier. Alot of trial and error.

    Currently I'm to the point where I have correctly matched the test entry in the sheet with the Match Junction. There will be a number of Project Types (Level 0) where I need to add children based on the new entries project type, therefore I assume I will need a number of match junctions by project type.

    Now I imagine I have to find the correct Project Type parent row and move the new row under that level.

  • Brian_Richardson
    Brian_Richardson Overachievers
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    If you follow the steps I outlined with the options, you don’t need to do a whole series of match junctions. Search sheet will find the right parent for you in one step, the you use the parent row of to relocated the row that was just added.

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN

  • earl_bennett
    earl_bennett ✭✭✭✭✭✭
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    Thank you, @Brian_Richardson. I will give it a shot. I was thinking I had to do a conditional match to identify the project type the new entry belonged to, then find the appropriate level 0 to put it under.

  • Brian_Richardson
    Brian_Richardson Overachievers
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    No that would be a pain :-)

    In the Search Sheet step look for the name of the parent row that matches the type that you want to relocate to, by using the Row Filter. I’m assuming your parent rows will be named for the project type. If instead your parent rows are named something else and they share a project type column setting with their children, then you’ll need to have a way to identify the parents, like a checkbox. In your Search Sheet step use a second row filter to filter for that checkbox in addition to the project type. Your goal is to get a single returned row, the parent row you want to move under.

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN

  • earl_bennett
    earl_bennett ✭✭✭✭✭✭
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    Thank you, @Brian_Richardson

    That was a lot simpler than the road I was first going down… Now to bring it to the next level, I may want to figure out how to insert the new row under the last sibling of that parent row.

  • Brian_Richardson
    Brian_Richardson Overachievers
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    That will happen by default, Smartsheet always inserts the new row at the bottom unless you specify otherwise in that same Location section of options on the Update Row step.

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN

  • earl_bennett
    earl_bennett ✭✭✭✭✭✭
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    @Brian_Richardson …. Thank you for the hint.


    Now… Do you know if there is a way to refresh the sheet as the last step in the workflow?

  • Brian_Richardson
    Brian_Richardson Overachievers
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    Not sure what you mean by refresh the sheet? The data will be added to the sheet by Bridge and immediately available. There's no refresh needed after the add. If you mean can it refresh your browser tab to see the data, then no it cannot, however usually the data adds in live on screen with a blue flash. Sometimes instead you'll get a notice to refresh your tab. That doesn't mean the data is in limbo, it just means you personally need to refresh to see it.

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN

  • earl_bennett
    earl_bennett ✭✭✭✭✭✭
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    Yep. I was just looking to see if there was a way for the user not having to click refresh, but not a big deal.

    Thanks for your help, this is working how I was envisioning it.

  • Brian_Richardson
    Brian_Richardson Overachievers
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    Ah ok gotcha - there's not a way to reach out to a user's browser and force a refresh. Usually it just adds live on the screen though. I haven't figured out when it requires refresh and when it refreshes live…what the criteria is.

    All this should become moot soon though with the new backend and sheets. In addition to vastly expanding the size limits they are also adding continuous save and highlighting / being able to see other's changes live in sheet!

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN

  • earl_bennett
    earl_bennett ✭✭✭✭✭✭
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    Awesome, thanks for the info.