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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

  • 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!

  • Brett Evans
    Brett Evans ✭✭✭✭✭✭

    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

  • Joshua Swenson
    edited 02/21/17

    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.

  • Brett Evans
    Brett Evans ✭✭✭✭✭✭

    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

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    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

This discussion has been closed.