Parent row approval requests for all child rows

Ashley Styers

Hi,

I have a Smartsheet with parent rows (attendees for an event) and they are all listed under the parent row of the event. Is there a way for me to route the whole Parent/child row lot into an approval workflow?

Thanks!

Paul Newcome

Are you wanting just the data in those rows to be sent in the approval request, or are you wanting to send approval requests to all?

Ashley Styers

I'm open to either option.

Paul Newcome

To include all of the data in a single approval request to the person on the parent row, you would create a helper column and use a JOIN function to pull the data from the Child Rows into a string that can then be used in the Approval Request.

To send an Approval Request to all rows including the Child Rows, you could use a helper column with a formula that references the Parent Row

=PARENT([Column Name]@row)

or

=PARENT()

to make it so the Child Rows will also trigger an approval request at the same time as the Parent Row.