Nesting Child Rows Automatically from a Form Submission
I'm trying to see if Smartsheet is able to work as a tool to help me automate RFQ document creation as well as order request tracking. I was wondering if it is possible to automatically nest items below a parent row instead of adding columns to the right when taking data from a Form Submission.
Breakdown of the problem: Each item needs an Item Name, Description, MFG, MFG Part Number, and QTY. So each additional item needed on the RFQ requires 5 additional columns of data on my sheet. Let's say I need to quote 25 items, which means my sheet needs to be 125 columns wide to fit that, which is clearly not effective.
I'm wondering if there is a way to have a Form Submission nest items under a REQUEST Number/RFQ Title that can be minimized. And, if there is, would this formatting be usable to auto-generate a form that's being used as a template.
Ideal outcome example: Row 1 "RFQ 02/15/2021" consists of 6 items that can be minimized like parent and child relationships for a project planner. Row 8 "RFQ 02/17/2021" consists of 15 items all nested below that RFQ Header. Row 24 "RFQ 02/17/2021" consists of 4 items. (See below for visual reference on how I would like my Form submissions to be logged)
Any advice is welcomed, and thank you in advance.
Answers
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Hi @Griffin Coe
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 weekend!
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.
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Thanks for your reply. I'd be interested to see what kind of conditional logic you're referring to. The logic I am using currently has each additional item be added as additional columns, so if there is a way for the logic to make new items be on new lines that would be perfect!
Could you advise on what your solution looked like, or link me to a relevant support/tech page as a resource?
I appreciate your reply, hope you're safe and well also.
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You're more than welcome!
I'd be happy to share an example.
Please send me an email at andree@workbold.com, and I'll share it with you.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support 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.
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Hi @Andrée Starå - How does your solution above work in terms of hierarchy? Or is that still a manual process on the sheet?
I'm trying to work through a similar process as mentioned above, and can't think of a great solution to group rows without a manual process involved.
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@Andrée Starå Would it be possible to see your two-form solution for this issue? Please let me know if you are still available to email for examples.
Thanks!
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I'm interested in this solution, too.
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This is awesome Andree. Thank you so much for all the help you give in this forum.
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