Workflow to transfer Parent row and not Child rows

I have a workflow to transfer data from one sheet to another however I only need the parent row to transfer and not the child rows. How would I do this?

Answers

  • Carson Penticuff
    Carson Penticuff ✭✭✭✭✭✭

    This isn't directly possible. What you can do as a workaround is setup an additional workflow in your destination sheet to move any child rows into a "trash" sheet.

  • @Carson Penticuff - how would I do that. When I select the workflow to move rows it doesn't give me an option to select all child rows from the source document

  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭
    edited 11/11/24

    Hey @DeniseMetz

    An alternative workaround is to add a helper to your original sheet that designates the Parent rows. Is it possible to add an additional column? (As is with most helper columns, this column could be hidden and/or slung all the way to the right of the sheet, out of the way)

    If yes to adding the additional column, add a checkbox column. I named mine Parent Helper

    =IF(COUNT(CHILDREN([your primary column]@row)>0, 1)

    This looks to see if the current row has any children (aka count greater than zero). If it does, you will get a check mark, if not, the box will be blank.

    In your current workflow that moves the row, add a condition that [Parent Helper] has to be checked. Of course this is only possible if you were able to add the helper column.

    Would this work for you?

    Kelly