Parent/Child/Ancestor Relationship to Referral Source, Client & Team Member

RisingPhoenix

I am trying to make a relationship between the referral sources who have many referral agents in different counties who refer us clients which are handled by our team members. We track the clients compliance documents in smartsheets. The team member has a set of compliance information we track as welll. They are associated with a client. In Smartsheets, the client has an invoice per visit with many variables to make it billable (which is set up great already).

How do I map or create a parent (referral agent), Child (Client) & Team Member relationship or formula where it would automatically associate all three parties in a highirecal view and indented appropriately so the team member can manage their workflow by client? I do have data shuttle as well as dynamic view.

Will.Parente

You won't be able to automate the indentation to create the heirarchy… best I know; it's just not an option.