Automatic Parenting/Heirachy

Brett Holmes

I would like to add a request for an automatic parenting/heirachy feature based on a value or formula

 

i.e. 

 

+ Won

   --- Opportunities with the status colum marked Ordered

+Lost

   --- Opportunities with Lost in the status field

+Pipeline

   --- Opportunities without Lost or ordered in th status field

 

This could be extended to multiple levels so that in the "Won" Record Set there is a Qtr1 Qtr2 etc where there is a date frange to match records

 

 

 

This would not only be valuable to those of us who use smartsheet for other functionailty that project management but also usefull for project management to automatically group tasks that are complete.

Kennedy Stomps

Hi Brett-- I can totally see how this functionality would be valuable! I've passed this feedback on to our Development and Product teams, thanks for taking the time to share it

Stephanie Taylor

This gets my vote!!

Kennedy Stomps

I've added your vote, Stephanie!