Adding parent rows and subtasks with a form submission.

cjhoffmeier

I would like to add subtasks automatically from a form submission. The scenario is, we have requests coming in with a number of details for the overall request (due date, project title, etc) but each request has up to 10 tasks associated with it (but they are always different) - is it possible to have a form automatically create a header row based on part of the info (due date, project title) but then make a subtask for each of the tasks associated with the project? I am trying to prevent someone from submitting the form 10 times as they have been to date.

Andrée Starå

Hi @cjhoffmeier

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 week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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cjhoffmeier

Hi @Andrée Starå

This is an interesting solution, so I set up a form for the first part of the info, and a separate form for the tasks and set the first form to send you to the second one when you submit, and the second one is set to reopen a blank form after each submission - allowing for multiple tasks to be submitted. This produces a result that is so close to what I want - I am just wondering if there is a way to default/automate those task lines to become subtasks so they are associated with the due date. I don't see anything in the automation about indenting a row, or making it a subtask - do you have any insight here?

Thanks!

Genevieve P.

Hi @cjhoffmeier

There currently isn't a way to automate Hierarchy within a sheet; creating Child rows is set to be a manual process so you would need to identify what rows belong in the pairing and indent them on a case-by-case basis.

Please submit your feedback to the Product team on this by filling in this form, here!

Thanks,

Genevieve

Roh12

Hi @Genevieve P.

Good Day! May i please know the latest update for adding parent and child tasks via form submission.?

Thanks!

Genevieve P.

Hi @Roh12

Hierarchy is still currently a manual function in Smartsheet; please feel free to vote and add your voice to the Idea post around this feature in our new Product Ideas area of the Community! The top-voted posts are reviewed monthly by the Product team and they update the status there.

Here's the related Idea for you to vote on:

https://community.smartsheet.com/discussion/101639/use-a-form-to-create-a-parent-row-with-children-rows-underneath-it

Cheers,

Genevieve