Trouble accessing Children rows when filter applied
Hello! I have been having trouble accessing children tasks when a filter is applied. Once the filter is applied and I click the parent + icon, it turns to a - but the children do not show/ will not open.
I am also having trouble with another sheet in which I am trying to:
- add schedule times (preferably to my start date field)
- create a formula that will let me know when a workshop has been double scheduled for the same date and time and then trigger a flag.
See image for set up.
I have tried a few formulas:
=COUNTIF([Start Date]4:[Start Date]80 = <1, 1)
=IF(COUNTIFS([End Date]4:[End Date]80, >= [Start Date]@row, [Start Date]4:[Start Date]80, <= [End Date]@row) -1>0,1)
Thank you for help!
Answers
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Hi Fletcher,
For the first question.
Your filter isn’t set up to show those children rows so that is why they don’t show.
Make sense?
I hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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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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@Andrée Starå Sorry, I'm not sure I understand. How does one do that?
This is all I see when I build a filter...
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I would suggest a separate thread for the second question since it is unrelated to the title of the post. Having said that...
HERE is a link to another thread where a date/time overlap solution was provided.
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Good afternoon! I wanted to follow back on setting up children to filter. I've been combing through the learning center and community and can't seem to figure it out.
Thank you for your help! 🙏
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Can you describe in more detail what you want to show when you filter and what you're filtering on more specifically?
We will probably need a so-called helper column.
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.
-
Hi! Thank you for getting back to me! I have attached a link to a video I created to help show what is happening. You should be able to view as it is public sharing access, but I am ready to grant access if needed.
Basically, I have project with children tasks that can be opened in grid, but when I apply a filter to see only projects for like KFC. I can see the parent task and the + icon to expand, but nothing happens.
Video : https://drive.google.com/open?id=1iKxFfnrLsxTvcZO0dwz4t3cxmAKOl30q
Thank you!
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Hi Andree! I wanted to follow back up on this bug. Are you able to access the video and see what is happening?
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@Fletcher Boll Do your child rows contain the required data set forth in the filter? As in... do your child rows have one of the selected filter values in both of the specified columns?
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@Fletcher Boll, Yes, you'll need to either have the filter to be to include something that is in the children rows. Depending on the filter structure we would probably need to add so-called helper columns.
How many different filters do you have?
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.
-
If those columns are blank in the child rows and that is what is causing them to not be included in the filter, a simple
=PARENT()
in those columns in the child rows will pull the parent row data and allow them to be pulled by the filter. You could even go so far as to change the font color to match the cell fill color so that the cells still appear to be blank.
If those columns contain other data in the child rows, then we would need the helper columns.
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