fx to auto pop TASK CATEGORY, single select drop down, based on parent row TASK NAME, primary column
I am trying to use card view reporting and sheet function sorted by TASK CATEGORY single select drop-down column. Below are 2 screen grabs, 1 is TASK NAME, primary column, children rows collapsed.
The 2nd is with children rows expanded on 1 section and a simple fx I am using to copy the TASK NAME parent cell to the TASK CATEGORY single drop-down select column.
I feel like the way I am doing it is clunky and not the most efficient way. For example, if I add a row, I have to make sure I copy the fx into a new row, or if I move a row to s different section, I have to update the fx manually. The issue is, i have 25 project sheets so doing it this way does not scale. Does anyone know a better fx to use here? I was using =PARENT([TASK NAME]@row) but this doesn't work for single select drop-down columns and therefore doesn't work for card view sorting on reports. I need an fx that is a mix of the 2 simple fx i have tried. Please help, I'm a little lost in the sauce here.
Best Answer
-
Sorry about that. I wasn't paying attention and flipped my logic on the output… Try this:
=IF(COUNT(CHILDREN([Task Name]@row)) > 0, [Task Name]@row, PARENT([Task Name]@row))
Answers
-
Try this:
=IF(COUNT(CHILDREN([Task Name]@row)) = 0, [Task Name]@row, PARENT([Task Name]@row))
-
Almost, the formula is returning the cell directly to right in same row. Do i need to make a helper row to distinguish parent/child rows?
-
Sorry about that. I wasn't paying attention and flipped my logic on the output… Try this:
=IF(COUNT(CHILDREN([Task Name]@row)) > 0, [Task Name]@row, PARENT([Task Name]@row))
-
Works! thank you very much !
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64.1K Get Help
- 412 Global Discussions
- 221 Industry Talk
- 459 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 141 Just for fun
- 58 Community Job Board
- 461 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 299 Events
- 38 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!