Automation to push child rows to parent on another sheet?

meghan.hale66546

Does anyone know if there is a way to copy child rows from one sheet to nest under parent rows on another sheet? We have a column (on both sheets) called Content Type. I'd like the automation to work such that when the Content Type is Email (for example), it copies over the child rows from our workflow sheet to the row with the Content Type Email on the destination sheet. We could also copy rows from the bottom of the same sheet, if that's an option. We currently manually copy child rows (sub-tasks) to build out recurring tasks and I'm looking for a way to automate this tedious process. Thanks in advance!

kowal

Hi Meghan,

In the source sheet from where children rows shall be copied you can setup a formula to check whether the row is a child for exacmple: =COUNT(CHILDREN()) if the result is 0 it means it's a child etc.

so if the result is 0 you can setup workflow to copy those to other sheets but in other sheets those will be always copied as main tasks.

There is no way now in smartsheet to copy structure from one sheet to another :(

Hope this helps.

kowal

Hi Meghan,

In the source sheet from where children rows shall be copied you can setup a formula to check whether the row is a child for exacmple: =COUNT(CHILDREN()) if the result is 0 it means it's a child etc.

so if the result is 0 you can setup workflow to copy those to other sheets but in other sheets those will be always copied as main tasks.

There is no way now in smartsheet to copy structure from one sheet to another :(

Hope this helps.

meghan.hale66546

Thanks @kowal. I appreciate your insight. Right now we have the child tasks as a template at the bottom of each individual sheet and we manually copy them to the parent row each time a new parent row is added. We then go in and assign the sub-tasks as needed. We have automation set up to alert us when a new parent row is added. Guess there's no way to get around the manual portion. Thanks again for weighing in. I appreciate it!

kowal

@meghan.hale66546 you can always request such feature in the Product Ideas part of community.