Change status of a child row based on parent row
Hello, all! Is there a way to change all the statuses for child rows based on a parent row?
Let's say I have a project to grow an orchard (parent row). It would have subtasks, like buying saplings, procuring fertilizer, and creating a watering schedule (child rows). If I have to scrap the orchard project, I'd mark it as N/A, which means its child rows would also be N/A.
Can Smartsheet do this, or do I need to manually update these rows?
I appreciate your help!
Amber Eakin, MSLS, M.Ed.
Adult Education Specialist | Process Improvement Enthusiast
Best Answer
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Hi @Amber Eakin
I hope you're well and safe!
I assume that the Children rows can have different manually set values already.
You could add a so-called helper column where you'd check the Parent row, and if it's N/A, it will populate the helper with a Checkbox or N/A or something else. You'd then use that to trigger a Workflow with the Change Cell Action that would change the values of the Children rows to N/A.
Make sense?
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
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.
Answers
-
Hi @Amber Eakin
I hope you're well and safe!
I assume that the Children rows can have different manually set values already.
You could add a so-called helper column where you'd check the Parent row, and if it's N/A, it will populate the helper with a Checkbox or N/A or something else. You'd then use that to trigger a Workflow with the Change Cell Action that would change the values of the Children rows to N/A.
Make sense?
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
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.
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Thanks, @Andrée Starå ! That works beautifully.
Amber Eakin, MSLS, M.Ed.
Adult Education Specialist | Process Improvement Enthusiast
-
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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Hi @Andrée Starå,
How would I go about changing the cell values in a different row with an automation? As far as I can tell, workflows only allow me to change cell values in the row that triggers an automation.
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