Automate child rows
I'm trying to set up a task-management sheet on smartsheet. I have a form using conditional logic so that users will enter different kinds of info based on the type of task they are submitting. For example, a program task will bring up different fields than an instrumentation task. I would also like to see if there is a way to automatically populate child rows beneath a task based on the task type. For example I would want the three subtasks of "bridging," "qualification," and "validation" to populate beneath any task that is submitted as a platform task. An instrumentation task would have 3 different subtasks. Is there any way to do this? I'd be open to using third party apps if that's an option.
Answers
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Unfortunately, it's not possible at the moment to create children rows automatically, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As possible workarounds, you could,
- maybe use the Smartsheet API
- use Zapier (children automation isn't possible)
- maybe use the copy row automation that would copy over the rows to the sheet (not as children though)
Would any of those options work/help?
I hope that helps!
Be safe and have a fantastic week!
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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Hi Andrée, I am intrigued by the API idea. Can you give me any information to set me on the right path?
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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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