Can you submit a document from a form and place the new row based on sheet heirarchy?
I have several vendors working on the same project. Each has a set of required deliverables that have to be submitted at regular intervals (weekly, twice monthly, monthly) during different project phases (concept, design, installation). I would like to use a sheet to track the submissions and create a form for them to use to submit their documents. Looking at the hierarchy below, is there a way to create a work flow to route the submission to the respective level and add the row?
For example, if a vendor submits Progress Report 001, is it possible once the "new" entry is submitted at the top of the page to create a work flow that will "recognize" the type of submission using the "Document Type" and place it underneath the correct parent (in this case a new row would be entered directly below Parent "Progress Report")?
Any suggestions would be appreciated.
Answers
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Unfortunately, it's not possible at the moment to move rows/add rows automatically at a specific position, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, the third-party service, Zapier, or the Smartsheet API, could be an excellent option for this scenario.
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.
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That looks like an Excel formula and function, and that won't work in Smartsheet.
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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