Parent row in report

Hi

i have a sheet with ~2000 rows and ~1200 tasks. each task is assigned to worker.

the worker need to see only the culomn that i choose in report and update only one checkbox column.

the issue is that i want to display to worker the parent rows... and in report i not assigned the worker in parent row.... ony the specific task that he need to update..


how can i display the parent row in report ?


this is the worker report


this is the source sheet


@Andrée Starå can you support.... ?

«1

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Netanel yosef

    Do you only want to show parents for sections where the worker has any tasks or all of them independent on if the worker has any tasks or not?

    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Netanel yosef
    Netanel yosef ✭✭✭✭✭✭

    only if there is taks to worker

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Netanel yosef

    Would it work if it's for any worker or do you want it to be specifically for each worker?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Netanel yosef
    Netanel yosef ✭✭✭✭✭✭
    edited 10/14/20

    its need to be for each worker.

    ~ 7 workers



    If it makes it easier, I can share the report and sheet

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Netanel yosef

    Ok.

    We'd need to use a so-called helper column for it to work. Add it either as text or dropdown type and call it something like, Include in the report.

    You can use the Worker Name in the What section of the report to include it.

    Make sense?


    Try something like this.

    =IF(COUNTIF(CHILDREN(Owne[email protected]); "Worker Name") > 0; "Worker Name")

    The same version but with the below changes for convenience.

    =IF(COUNTIF(CHILDREN([email protected]), "Worker Name") > 0, "Worker Name")

    Depending on your country/region, you'll need to exchange the comma to a period and the semi-colon to a comma.


    Would that work?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Netanel yosef
    Netanel yosef ✭✭✭✭✭✭

    the Owner column is defined as contact list. and the formula your wrote not work... its show empty cell always

  • Netanel yosef
    Netanel yosef ✭✭✭✭✭✭

    tried again and fixed. now its works only in parent row. but the report cand show it beacuse the report show the tasks worker need to do in last 7 days and next 7 days that assigned to him

    and if i mark the report as "Or" then all tasks displayed in report

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Netanel yosef

    Can you paste the exact formula you tested?

    Or.

    Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Netanel yosef
    Netanel yosef ✭✭✭✭✭✭
  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Netanel yosef

    Yes, of course. I forgot about that.

    You'd need to add that criterion to the helper column as well.

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Netanel yosef
    Netanel yosef ✭✭✭✭✭✭

    Not sure I understood ..

    Which columns should be added? And what should be recorded in the report

  • Netanel yosef
    Netanel yosef ✭✭✭✭✭✭

    And what happne if parent row is with two or more owner / workers ?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Netanel yosef

    That gets trickier.

    I'll get back to you later.

    Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Netanel yosef
    Netanel yosef ✭✭✭✭✭✭
    edited 10/14/20

    shered

  • Netanel yosef
    Netanel yosef ✭✭✭✭✭✭

    @Andrée Starå any update ???