Help with Category Set Up
Our company is having our department switch from airtable to smart sheet and I need help getting setup. Our department works on interior design/home staging so our records change frequently based on the status of the project (destaged or currently staged..and a couple of other staging types)
On airtable when I change the status of a record it automatically moves the record from 1 category to another but that doesn't seem possible in smartsheet. I included an example from airtable of how i have it set up
I want to use the parent/child setup to create the categories, but I don't know if it's possible to have a record move on its own between the categories based on a change in the record.
The other option is to create a filter and make it based on the status type but then the rest of the records will be filtered out and not visible.
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