Auto-assign rows to a parent asset depending on a common factor

JPFORDTE

Is there a way to auto assign a row to a parent asset depending on some common factor? Each row in my sheet will have a date assign, and I want this to be auto-assign to a parent row. For example, if a row has a march date -> auto-assign it to the march parent row.

Thank you very much in advance!

Andrée Starå

Hi @JPFORDTE

I hope you're well and safe!

Not sure I follow.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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JPFORDTE

So we have a parent row for each month. Each order will have a date assigned which will then be dragged underneath that parent row. I was looking for a way for when, an order gets a date assigned to it, for it to be automatically be put underneath the corresponding parent row for that month?

Many thanks!

ccapizzi

Is there a solution for this yet?

Paul Newcome

The only way to currently accomplish this (other than manually) is using the API, the premium add-on Bridge, or some other similar third party app.