Parent / Child Copy Automation


We are starting to do job costing in Smartsheets. The blue line represents the Parent row where all our KPI s are. They are pulling from the tables below or off of other SS. The tables below populate the blue line and are child rows so that they can collapse. I want to use this one as a template and have the parent/child to copy over to a new sheet to avoid having someone manually copy and paste.

Best Answer

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    If you scroll down a little to the Report Builder section on this link then you should find what you need.

    Basically you would create a new row report and select the workspace instead of an individual sheet to reference.

    I would skip over the columns for now and go straight to the filters where one filter is set up for where the Sheet Name contains "Specific Text". Other filters would be put in place to only pull in the rows you want. You may need to adjust the template with a checkbox column and check the box(es) on the row(s) you want to pull in from each sheet. Then you could just create a filter to only pull in rows where that box is checked.

    Now that you have less sheets being pulled in, it should be easier to go through which columns are and are not displayed.


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