Formula to copy parent data to child

Andrée Starå

@Stavros_McGillicuddy

Excellent! Glad you got it working!

I'm always happy to help!

Simmi McClellan

Would you be able to help with this formula again.

I am trying to automatically copy the value in the DOB and Date of Entry column from the parent row to the child row. If a value is entered in the parent row of DOB and Date of Entry, I want it to be automatically get copied to the child row (when and if the child row is created).

In this example below, I have DOB (1/1/68) and Date of Entry (1/5/19) for the parent row TEST A. Next if a child row is entered, I want the same DOB (1/1/68) and Date of Entry (1/5/19) to be automatically be entered in the child rows, Provider 1 and Provider 2.

Please see example below.

Thanks.

Paul Newcome

@Simmi McClellan Try

=PARENT()

Todd Lyon

@Paul Newcome : Do you have any suggestions for a formula that would pull only the Top Level Parent data down into a child or grandchild entry? I want to pull an element from a subproject header down across all children, grandchildren and anklebiters therein. I'm accomplishing it today with a couple of helper columns that are not reliable.

Paul Newcome

@Todd Lyon You would need to insert a text/number column (I will call "Level" for this example) and use this column formula:

=COUNT(ANCESTORS())

Then you would

=INDEX(ANCESTORS([Column Name To Pull From]@row), MATCH(0, ANCESTORS(Level@row), 0))