Copying Parent Rows Without Copying Children Rows

Alexius

Is there a way to copy a parent row to another sheet without also copying over the child rows underneath it?

Kerry St. Thomas

I haven't been able to find a built-in function that'll do what you're asking. When I was dealing with this as an issue, I pretty quickly shifted gears to using a report; perhaps this is an option for your use case? I included a helper column with =COUNT(ANCESTORS()) as the column formula, and then created a report filtered to only those rows where that formula value is 0. And obviously if you use multiple levels in your hierarchy, you could adjust that filtering.

I don't know if you can use that same formula as a condition for a Move/Copy Row automation; I didn't test this out. But it might be another avenue you could to explore, if a report isn't an option for you.

Good luck!

AKnight

Hi @Alexius!

I agree with @Kerry St. Thomas that there isn't a built-in function and I think the move/copy row automation doesn't respect the =COUNT(ANCESTORS()) helper columns. Depending on what you are doing you can also try the index function if reports, like suggested by Kerry, does not work for you.

che.rabajante

Hi @Alexius

This is possible using Smartsheet Bridge, which allows you to copy only the parent row to another sheet without including the child rows. Unlike Smartsheet Automation, which includes all child rows when copying a parent row, Bridge provides more flexibility to customize the workflow.

Hope this helps.

che