Primary Column Revision

BESP10
BESP10 ✭✭✭✭✭✭

Good evening

We madea mistake when building our sheet. In the primary column we need to be able to have the "Child" rows equal what the "Parent Row" days plus the verbiage currently in the "Child" row. So we would like the "child" rows to say 140 Kendrick - Egress Stair - Approval Drawing.....etc etc .

How do we do this without having to manually adjust 2800 child rows?

It is important because in calendar view the only thing the child row without any context to what scope item it belongs to


I am hoping there is a way to get this done? Thanks


Best Answers

  • Kelly Drake
    Kelly Drake Overachievers Alumni
    Answer ✓

    I would recommend using a helper column for this. Otherwise, you won't be able to do anything other than manually edit each row or group of children rows. Generally, if you want something in a cell automated, you're either looking at the entire column being automated or the entire column manual.

    You would use something like this in your helper row:

    =IF(ANCESTORS(Scope@row)>0, (PARENT(Scope@row)+ " - "+Scope@row), Scope@row)

    You might need to play around with the ancestors function if you have more than one ancestor (more than one indent). But this formual would give you the ability to turn it into a column formula and the update would be instant to your entire sheet. (if you have have move/copy row automations to other sheets and you want to keep this updated there, you'll need to copy/paste the formula into the additional sheets.

    Kelly Drake (she/her/hers)

    STARBUCKS COFFEE COMPANY| business optimization product manager

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @BESP10

    To add to Kelly's excellent advice/answer.

    I'd also recommend creating another so-called helper column, but with a different approach.

    Copy everything over from the Scope column and then add something like this to the Scope column.

    =IF(COUNT(CHILDREN([Scope Helper]@row)) > 0, [Scope Helper]@row, PARENT([Scope Helper]@row) + "" + [Scope Helper]@row)


    Did that work/help?

    I hope that helps!

    Have a fantastic week & Happy Holidays!

    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:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Answers

  • Kelly Drake
    Kelly Drake Overachievers Alumni
    Answer ✓

    I would recommend using a helper column for this. Otherwise, you won't be able to do anything other than manually edit each row or group of children rows. Generally, if you want something in a cell automated, you're either looking at the entire column being automated or the entire column manual.

    You would use something like this in your helper row:

    =IF(ANCESTORS(Scope@row)>0, (PARENT(Scope@row)+ " - "+Scope@row), Scope@row)

    You might need to play around with the ancestors function if you have more than one ancestor (more than one indent). But this formual would give you the ability to turn it into a column formula and the update would be instant to your entire sheet. (if you have have move/copy row automations to other sheets and you want to keep this updated there, you'll need to copy/paste the formula into the additional sheets.

    Kelly Drake (she/her/hers)

    STARBUCKS COFFEE COMPANY| business optimization product manager

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @BESP10

    To add to Kelly's excellent advice/answer.

    I'd also recommend creating another so-called helper column, but with a different approach.

    Copy everything over from the Scope column and then add something like this to the Scope column.

    =IF(COUNT(CHILDREN([Scope Helper]@row)) > 0, [Scope Helper]@row, PARENT([Scope Helper]@row) + "" + [Scope Helper]@row)


    Did that work/help?

    I hope that helps!

    Have a fantastic week & Happy Holidays!

    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:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • BESP10
    BESP10 ✭✭✭✭✭✭

    Thank you both these worked!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @BESP10

    Excellent!

    You're more than welcome!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

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