Form and heirarchy

When a response to a form is entered, can the parent/child relationship be established automatically? For example: the parent is DEI and the children are the events underneath the parent.

DEI

  • Juneteeth
  • Martin Luther King Day

We use levels, so DEI = 0 and Events = 2, but we manually move them under DEI to establish the relationship.

Any suggestions would be helpful.

Thanks!

Melitta

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Melitta

    I hope you're well and safe!

    This might help!

    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

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, 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:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Melitta

    I hope you're well and safe!

    This might help!

    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

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, 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:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Melitta
    Melitta ✭✭✭✭✭

    Thanks @Andrée Starå.

    We have something similar in place.

    I was hoping there was an automation to set the parent/child but we'll continue with the workaround for now. It's certainly a better solution than what we were using.

    Hope you are doing well.

    Melitta

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!