Form to create child rows?

Shane Z.

I am new to smartsheet and have found that a form can't be used to auto-generate child rows when a parent is created, BUT can a form be used to directly generate a child row?

For example, I have a sheet with a list of circuits. Currently I have reports that generate from information manually populated as a child rows. That way I can track circuit outages for example.

I would like a form where you picked from a list of existing circuits, then filled out the appropriate information and it would create a new child row under the parent you picked from a list. This sounds way outside smartsheets ability as I'm learning, but thought I would throw it out there. Ultimately I would like to have other employees have the ability to add this information without extensive training and unleashing them on this sheet.

I'm not opposed to using a new sheet, but would still need to somehow pick from a list of circuits in the form.

Andrée Starå

Hi @Shane Z.

I hope you're well and safe!

I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Bassam Khalil

Hi @Shane Z. 

Hope you are fine, unfortunately, when you input your row using the form it will not create a child row

Andrée Starå

Hi @Shane Z.

I hope you're well and safe!

I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.

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!

Shane Z.

https://community.smartsheet.com/discussion/comment/278764#Comment_278764

Thanks, I think that might work if I use a new sheet.

Heather Walker

Hi @Andrée Starå - could I get a look at your solution?

Thanks!

Heather Walker

Andrée Starå

Hi @Heather Walker

I hope you're well and safe!

I'd be happy to share an example. 

Please send me an email at andree@workbold.com, and I'll share it with you.

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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

ssagers

@Andrée Starå - I am very interested in this solution, too! I sent you a request through the email address you gave here.

mljone

@Andrée Starå - I am very interested in this solution, too! I sent you a request through the email address you gave here. Thanks!

Rick Singh

Hello @Andrée Starå , Are you able to share this solution as well? This may solve a problem for my Marketing Team. Thanks