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Automatic Parenting/Heirachy

Brett Holmes
edited 12/09/19 in Archived 2016 Posts

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




+ Won

   --- Opportunities with the status colum marked Ordered


   --- Opportunities with Lost in the status field


   --- 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.


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