Child Rows Automatically Move to Parent Rows Based on Column Cell Value

alycia104251 · 09/17/19

How do I get child rows to move to specific parent rows based on data from a specific column? I have active, lead, not bidding, and submitted statuses. When a bid is submitted I would like that row to move to the submitted parent. If it is changed to not bidding then I would like for it to move to the not bidding parent. This is all on the same sheet. I have not found a solution yet online.

Thank you,

Alycia

Andrée Starå · 09/17/19

Hi Alycia,

Unfortunately, it's not possible at the moment to move rows automatically in the sheet, but it's a great idea!

Please submit an Enhancement Request when you have a moment.

A workaround could be to use a report or multiple reports to show it in the order of status.

Would that work?

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

J. Craig Williams · 09/18/19

This can be done with Zapier or the API.

Probably other automation tools as well.

Craig

silverfoxn90 · 01/20/20

J. Craig, how would you do this with Zapier?

Christina09 · 11/25/20

I would like to know how to do this as well. Hope there is a solution for it to make a little easier when working on large scale project

Child Rows Automatically Move to Parent Rows Based on Column Cell Value

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