when I am trying to copy rows using automation it is taking only the child rows to another sheet?
when I am using a check box and automation to copy rows to another sheet I am only able to take the child rows is there any way parent will also go with child?
Best Answers
-
Hi Rakesh,
Unfortunately, it's not possible now to automatically include the parent row, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, you could add a so-called helper column that could for example check the box on the parent and include it in the copy.
Would that work?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
-
Can you just provide a little guidance on that helper row?
Answers
-
Hi Rakesh,
Unfortunately, it's not possible now to automatically include the parent row, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, you could add a so-called helper column that could for example check the box on the parent and include it in the copy.
Would that work?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. 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.
-
Can you just provide a little guidance on that helper row?
-
Did you solve it or do you still need 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.
-
@Rakesh Sethy I just created an automation with parent rows and I clicked the checkbox next to the parent row only and all rows (parent and children) moved to the sheet per my automation criteria.
Hope this helps
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63K Get Help
- 380 Global Discussions
- 212 Industry Talk
- 442 Announcements
- 4.6K Ideas & Feature Requests
- 140 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 305 Events
- 34 Webinars
- 7.3K Forum Archives