Automated Workflow: Move Rows & Parent/Child Structure?

Jennifer Chan-Huang

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

Andrée Starå

Hi @Jennifer Chan-Huang

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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