Moving Parent and Child rows to other Sheets

Shawn Leahy

Hi,

Looking for some help moving rows to another sheet.

We use one specific sheet to track ALL deliveries that come into our warehouse. A clerk in the warehouse makes a Form Entry for every group of items on the same packing slip, and attaches a photo of the packing slip for reference. Remotely, another clerk will read the packing slip and create Child rows under the initial entries for each indivual item in the group. As items are requested and shipped to different locations, they are checked complete, and an Automation moves them to an Archive Sheet.

Child rows could be checked complete at different times, so the intent would be that the Parent row would stay active until all the children had been checked complete, then the last Child and Parent would be checked and move together.

Problem is, any children that have been moved without their parent become... orphans? or un-nested, and our intent would be to keep families together (we do have a lot of fun with this parallel)

We used =COUNT(ANCESTORS()) in a column to create a numeric identifier that will allow us to differentiate between Parent and Child rows, so we can initiate a move only when the Parent has been checked complete, but don't see a way to automate the move of the Child Rows associated with that Parent.

Any help would be appreciated!

Thanks,

Shawn

Andrée Starå

Hi @Shawn Leahy

If you move the Parent to another sheet, it will include the children automatically.

Set the workflow to move when you check a box in the parent row, and it should work as you need it to.

Make sense?

Would that 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!

Andrée Starå

Hi @Shawn Leahy

If you move the Parent to another sheet, it will include the children automatically.

Set the workflow to move when you check a box in the parent row, and it should work as you need it to.

Make sense?

Would that 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!

Shawn Leahy

Thanks Andree,

That makes perfect sense, guess the way we had it set up before I didn't realize it would work that way...

Appreciate the help!

Andrée Starå

@Shawn Leahy

Excellent!

You're more than welcome!

Mary Knight

If I add this checkbox, is it possible to hide this box for the child rows? I don't want users to check all the boxes then it would defeat moving the group together.

Andrée Starå

Hi @Mary Knight

You could add punctuation or something similar in the same color as the background so they would almost be invisible.

Would that work/help?

I hope that helps!

Have a fantastic day & Happy New Year!

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!