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Auto Indent When Using a WebForm

Amanda Chu
Amanda Chu ✭✭
edited 12/09/19 in Archived 2017 Posts

I have some formulas on the 1st row and everything underneath are indented in order for the formulas to work. However, when a new entry comes in via the webform. The new row does not indent automatically. Does anyone have any suggestions? 

Thank you!

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Comments

  • Matt Stofka
    Matt Stofka ✭✭✭✭

    Hi, Amanda,

    I have this need, as well; I don't think there's any way to accomplish it out-of-the-box though...maybe with some customization, perhaps.

    I usually just set up notifications to alert me when a new row is added so I can hop in and indent the row soon after it's submitted.  Perhaps someone else will have a better idea.

    Matt

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  • Amanda Chu
    Amanda Chu ✭✭

    Hi Matt,

     

    That's exactly what I have setup right now so I can manually maintain it until we have an automatic solution. 

     

    Thanks for your feedback!

    Amanda

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  • Richard Rymill SBP
    Richard Rymill SBP ✭✭✭✭✭✭

    You are all right, no way found to achieve this automatically, so it has to be part of the Check/review process when new data arrives and is processed for action, it is indented and possibly dragged to the correct Parent Hierarchy section for action. 

    Regards

    RichardR

     

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  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    There are several other options in my toolbox:

    1. The API will you to indent/outdent rows. 

    2. I have used Zapier to effectively move rows within a sheet. This is not a standard Zapier action, but it can be done.

    3. If your only reason to indent is to use formulas with CHILDREN() or PARENT(), then careful redesign of the sheet may remove this liability. I don't encourage this, as I like to collapse/expand rows as my visual needs change during the work-day, but it is an option.

    Craig

     

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