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
-
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
✅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.
-
Hi Andrée, I am intrigued by the API idea. Can you give me any information to set me on the right path?
-
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.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 67.1K Get Help
- 451 Global Discussions
- 155 Industry Talk
- 505 Announcements
- 5.4K Ideas & Feature Requests
- 85 Brandfolder
- 156 Just for fun
- 80 Community Job Board
- 514 Show & Tell
- 34 Member Spotlight
- 2 SmartStories
- 308 Events
- 36 Webinars
- 7.3K Forum Archives