Help with Category Set Up

roomforjello

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

example.JPG

ex2.JPG

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.

Andrée Starå

Hi @roomforjello

I hope you're well and safe!

If you use a Grouped Report, it will "move" to different sections automatically.

Would that work/help?

I hope that helps!

Have a fantastic week & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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roomforjello

Thanks Andree!

Andrée Starå

@roomforjello

Happy to help!

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