How to copy a parent row through automation without also receiving children?
I have tested several automation options and am unable to only copy parent rows. I can set the criteria to only copy a single or multiple children without parents but, only want parent rows of data to be copied.
Best Answers
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Hi,
Unfortunately, it's not possible at the moment to only copy the parent, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment to have your vote added
The third-party service, Zapier, could be an excellent option for this scenario. (Untested, I haven't tested to only copy the parent) Is that an option for you?
I hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Excellent!
Happy to help!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Hi,
Unfortunately, it's not possible at the moment to only copy the parent, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment to have your vote added
The third-party service, Zapier, could be an excellent option for this scenario. (Untested, I haven't tested to only copy the parent) Is that an option for you?
I hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank You,
Talked with Smartsheet, maybe a feature in the future
-
Excellent!
Happy to help!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I just stumbled on this today and saw that this post was up. Was there an enhancement request put in and how soon before we get to see this capability. Not just parent row but also a Parent/Child row.
Thanks in advance
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Hi Vasiles
Please submit an Enhancement Request when you have a moment to have your vote added
A New Way to Submit Your Feature Requests
To make your Enhancement / Feature Request count, send in the form above because there isn’t a guarantee, it will be registered otherwise.
Original Post: https://community.smartsheet.com/announcement/new-way-submit-your-feature-requests
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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