Using a form to create child tasks

sgmaker

I've read in several places that this isn't possible but I keep getting so close I don't want to give up.

The need is straightforward. When a form is submitted add a number of child tasks to the entry. Here's what I've tried

• Create a template sheet and use VLOOKUP or INDEX to update the the parent task, then trigger a workflow to copy the updated parent task (and children) to the correct sheet. - The VLOOKUP and INDEX both work fine and they show up in the template, but the changes don't seem to be triggering the workflow. Manually changing any field and saving does trigger the copy so I know the workflow is working correctly. Tried copying over the form submit to trigger the event. This worked but it seems to be only acting on the copied row not all of the rows with the identified field (New in a specific column). EX: The sheet has three rows with New in the correct column with the instruction to copy the row if it meets that condition, but only the newly added row is acted upon, not all of the rows in the sheet with the attribute.
• Write a simple script to look for a specific condition in the template, copy the parent and children over, and then change an attribute to note that its done - SmartSheet doesn't appear to have a built-in scripting language. There are APIs but that's overkill for what I'm trying to do.

This shouldn't be this hard, any suggestions?

Kelly Moore

Hey @sgmaker

Does your license give you access to the Premier App, Bridge? I use Bridge to automatically create child rows. With smartsheet's current functionality, I don't know another way to do it.

sgmaker

Thanks for the suggestion but no, my plan doesn't include Bridge.

SmartSheet Newbie

@Kelly Moore can you please provide me some additional information on using bridge to automatically create child rows?

Kelly Moore

@SmartSheet Newbie

To verify first, does your current license provide access to the Smartsheet Premier app Bridge?

SmartSheet Newbie

@Kelly Moore I actually do not know, where would I look in smartsheets to find out?

Kelly Moore

@SmartSheet Newbie

Bridge is available with an enterprise license. When I look in a smartsheet sheet at my profile (bottom left corner of sheet) and go into 'Plan and Billing Info', my plan displays the word 'Enterprise'.

sgmaker

It looks like Bridge is available for purchase for Enterprise customers, but doesn't seem to be included. What am I missing? https://www.smartsheet.com/pricing

SmartSheet Newbie

@Kelly Moore I know we have an enterprise license but I do not have the options you listed in my profile, I will have to reach out to our company's smartsheet account manager to see what plan we actually do have.

Kelly Moore

@SmartSheetAdmin

Also inquire specifically if you have Bridge. I can show you the workflow you requested, but it will make no sense if you do not have access to Bridge.

Kelly