Automation for creating a Template of new child rows when a Parent is copied from another sheet?

Ann.Cracovaner

I'm working on creating some workflows that will copy information from a change order tracker sheet into a resource assignment tracker sheet. Ideally, I'ld like to grab key details from the change order tracker (number & name) over to a resource assignment tracker, then have additoinal rows added on the resource assignment tracker to break down the change order into individual tasks.

Is there a way to set this up with an Automation? Or a set of formulas that will work for this?

I know I will probably have to manually make the new rows into child rows, but having everything automatically entered would be wonderful!

Andrée Starå

Automation for creating a Template of new child rows when a Parent is copied from another sheet?

Ann.Cracovaner

Dec 4, 2024

I'm working on creating some workflows that will copy information from a change order tracker sheet into a resource assignment tracker sheet. Ideally, I'ld like to grab key details from the change order tracker (number & name) over to a resource assignment tracker, then have additoinal rows added on the resource assignment tracker to break down the change order into individual tasks.

Is there a way to set this up with an Automation? Or a set of formulas that will work for this?

I know I will probably have to manually make the new rows into child rows, but having everything automatically entered would be wonderful!

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Hi,

I hope you're well and safe!

Yes, it's possible. I have developed multiple similar client solutions, but they are pretty advanced.

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Awesome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

Michelle Choate 2

There is currently no way to add child rows via automation or formula, @SSFeatures has an auto sort function that can make new entries into a sheet an automatic child based on an identifying column. But this does not really sound like something that you are looking for.

There could be a way to add the same columns to a sheet over and over again, then just have you indent them under the new parent row

Andrée Starå

Automation for creating a Template of new child rows when a Parent is copied from another sheet?

Ann.Cracovaner

Dec 4, 2024

I'm working on creating some workflows that will copy information from a change order tracker sheet into a resource assignment tracker sheet. Ideally, I'ld like to grab key details from the change order tracker (number & name) over to a resource assignment tracker, then have additoinal rows added on the resource assignment tracker to break down the change order into individual tasks.

Is there a way to set this up with an Automation? Or a set of formulas that will work for this?

I know I will probably have to manually make the new rows into child rows, but having everything automatically entered would be wonderful!

---

View Post

Hi,

I hope you're well and safe!

Yes, it's possible. I have developed multiple similar client solutions, but they are pretty advanced.

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Awesome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!