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Dynamic Hierarchy
I am in the process of developing some work flow sheets for my team and I would like them to do the bulk of their submissions via web forms. Is there a way to create dynamic hierarchy whereby when a form is submitted, x criteria places that new submission under the correct "Parent"?
Let's say that I have 3 Categories within my sheet;
Test Cs
Test Ds
Test Es
I want to make these three categories the parent categories and anything related to them would then become children that get indented. However I would like my team to add rows by completing a form online. Is there a way to have those rows dynamically adopt the "child" status?
Comments
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Clarification with "tentative formula example"
Let's say I have 4 Columns; Main, 1, 2, 3
Test Cs
Test Ds
Test Es
Are all "Parents" in "Main"
Column 3 in my form allows me to choose Parent. What I would like is a formula that dynamically looks at column 3 of any new row and defines it as child of corresponding parent. In other words;
=if(3 = "Test Es", PARENT(Test Es))
So the question is... is there an easy way to do that? like with vlookup? Is this even an opion?
Craig, I'm looking at you!
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Josh,
Webforms enter info onto the top line of a sheet. There isn't an IF or other UI formula that would move the row into a heirarchy.
One possible work around would be to create reports that parse the entries into the correct groups. This admittedly would not have the same functionality as a Parent-Child relationship, but would group your entries.
-Brett
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I'm actually surprised no one has asked this question before.
I would think this would be a common need / desire as it would instantly make smartsheets a dynamic organizational tool.
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Joshua,
If you have a programmer in your midst, you can build this type of functionality out in the API. The API covers most scenarios that you could think of.
-Brett
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Joshua,
One small clarification on what Brett said: entries from WebForms can be either top or bottom of the sheet.
And this feature has been requested previously. Quite a few times by my count.Craig
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