Automated Workflow: Move Rows & Parent/Child Structure?
Hi!
I have a contract management sheet where I have individual years within a contract broken out as child rows underneath the parent contract.
I would like to be able to automate a workflow to move the individual rows to an archive sheet when the year is over, but I'm not sure how to do that while keeping the parent-child structure. Is that possible? If so, any tips?
Thanks! ~Jennifer
Answers
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I hope you're well and safe!
Yes, but you'd have to trigger the move on the Parent row, and then the children would be included.
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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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