Submissions are via a form to our smartsheet - manually adding subtasks can I automate?
We have our team submitting requests for work via a form with a few required columns and some nice to have information to generate into the Smartsheet.
We have been manually copy and pasting the subtask rows each time a form is submitted. then we indent those to get the parent child relationship. They are always the same exact rows we are copying and pasting in the same exact order.
Is there a way to automate this. it is very cumbersome. This would be a major win for our team if we could get it to automate when a new form is submitted to create the subtask rows beneath it and indent.
Let me know what solution there is other than manually modifying the sheet.
Answers
-
Hello @dgloballab
At this time, there is no direct method to automatically create rows for parent/child hierarchy based on changes or when new rows are added within the sheet but it is a great idea!
When you can, please submit an Enhancement Request to be considered for future development with Smartsheet!
Cheers~
Krissia
-
sure ill submit ANOTHER enhancement :) Seems this product might not be the best solution for our use cases.
-
Hi @dgloballab
I hope you're well and safe!
FYI. I have an idea for a solution, but I haven't had time to explore it further yet.
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!
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.
-
Hi Andre - I am searching around on this topic. Did you come up with a solution? I want rows added via form (they add to bottom of sheet) to indent to support a sum(children) function.
-
Hi @Andrée Starå could you please help with your solution. I have been searching around on this topic as well and I am in need of a solution for this problem.
-
@Debbie Petersen and @sbellapu Feel free to take a look at the method I have developed. This should help get you started...
