3 row automation

Jeffrey Camper

I am new to SmartSheet, so I'm not sure what it's capable of.

I want to have a template of 3 rows [2 indented behind the first] that I can link to a form for adding rooms/lots to an existing job. Or, instead of creating a template, automate the creation of indented rows upon row creation from a form.

I guess this might turn into several questions..

1) I couldn't find a way to bring in a a dropdown of existing JOB Column values into the form. Is that possible?

2) When the user creates a Room/Lot [LOT 1 for example] I want to indent it under the row with matching JOB value. Then I want to generate 2 additional rows, to be indented behind the form created row. These rows would get the same ROOM/LOT value from the parent along with static suffixes [picture for reference]

2b) Assuming this is possible the second automated row would a a finish-start relationship, with 10 day lag/lead time, to the first automated row

Alternately if I can create a template of the 3 Rows that gets called from filling out a form, that would work in my eyes. I honestly just don't know what this thing is a capable of, so any advice would be appreciated.

Ben Goldblatt

Hi @Jeffrey Camper,

There isn't a way to automatically create parent-child row relationships based on Form submissions or other conditional actions in a sheet. You may want to look into using automated Update Requests on child rows as an alternative to forms (or in addition to forms) if you need people to be able to update information on existing rows in your sheet.

If your sheet includes Dropdown List columns, these can be included in a Form as dropdown fields to allow form submitters to select from various list options and conditional logic rules can be applied to automatically populate certain form fields based on a selected list value but this wouldn't help with the hierarchy you're looking to create.

I highly recommend Submitting a Product Enhancement Request to see about getting this functionality considered as a possibility for future development. More information on what is currently possible with these features can be found in the following Help articles:

• Rows and Hierarchy
• Forms
• Use Conditional Logic to Streamline Form Submissions
• Update Requests
• Maintain Consistency in Data Collection with Dropdown Columns

Thanks,

Ben