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Move/Copy Row Automation to Include Child Rows

Hello,

I love the pre-configured automation Smartsheet has to easily opt to move or copy specified rows out of a sheet and into another sheet. It would be helpful to be able to move a group of child rows with their parent as an added level of functionality.

Use case:

I'm using Smartsheet to manage credentialing for employees. I have digital "files" set up so each employee is a parent row and all of their documentation and certificates are in child rows beneath the parent. When someone leaves or is terminated I would like to be able to check a box to "Archive" the employee's file (at the parent level) and have the parent AND the child rows moved out to another sheet for historical reference.

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Comments

Andrée Starå

https://community.smartsheet.com/discussion/108986/move-copy-row-automation-to-include-child-rows

Hi,

I hope you're well and safe!

That works already. If you move/copy the Parent row, the Children will automatically be included.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Genevieve P.

Hey @BB2791

I've moved this out of the Product Ideas category since, as @Andrée Starå correctly noted, this already works! 🙂

Paul Newcome

For reference, here is a link to a thread that shows it working. It isn't your exact use case, but it does show that a trigger on a parent row can copy/move the whole hierarchy set.

https://community.smartsheet.com/discussion/108432/auto-create-child-rows-without-bridge-or-api

BB2791

I just tested this again and it worked. I don't know why I didn't have that experience the first time I tried it. I appreciate you all letting me know and @Paul Newcome that was a great post you shared. I was looking for a solution like that in the past but didn't see anything like this.

Paul Newcome

@BB2791 Happy to help. 👍️

Andrée Starå

https://community.smartsheet.com/discussion/comment/390956#Comment_390956

Excellent!

Happy to help!

✅Remember! 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!

Emmett Tomkinson

@Paul Newcome this is actually causing issues in one of my workflows because I don't want to copy all of the children over. I've tried setting a condition to ensure only the relevant rows are copying, but it's still copying ALL children. Are you aware of any way to get around this? I see I might be able to do it with Bridge … just curious if you have any tips.

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