Automation and parent rows

sipsevents · 05/14/20

Can I make an automation where it copies rows from one sheet to go under a certain parent row of another sheet instead of just at the bottom

Andrée Starå · 05/14/20

Hi @sipsevents,

I’d recommend moving the rows manually because that would probably be the easiest method.

Another option could be to have different sheet for each section and then collect them all in a report.

What do you think?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Mike Wilday · 05/14/20

Here is some helpful information regarding reports which might be your best method of aggregating the data from each form.

https://help.smartsheet.com/learning-track/smartsheet-intermediate/reports

Mike Wilday · 05/14/20

No, unfortunately that sort of activity isn't possible. Have you thought about redesigning the destination sheet with summary data at the top to summarize all the rows pertaining to it? If you put data in the rows being sent that would tie it to a particular summary data row you could in estimation do the same thing as embedding it under a particular row and summarizing the data. Would that work? Do you have samples that you can share? Or specific goals you're trying to accomplish?

sipsevents · 05/14/20

I don't really understand what you're saying, we just started using this so forgive me. I'm trying to figure out how to take things from a from that i have that's requesting setup and cleanup help for an event, and i was hoping to have them inserted into these blank fields. Any advice is welcome!

Andrée Starå · 05/14/20