Pulling Parent Task Name and Child name to New Column

kendallmar · 10/31/23

Hello!

I am trying to populate a new column that includes the parent and child task names together. Ideally the column would work in this format:

Parent Task

Parent Task - Child Task 1

Parent Task - Child Task 2

I tried using this formula: =PARENT([Project (Level 1)/Task or Milestone (Level 2)]@row) + " - " + [Project (Level 1)/Task or Milestone (Level 2)]@row

But that pulls in the - at the front of the parent task in the new column. is there a formula format that would only pull the - in when there is a child task after the parent?

Ray Lindstrom · 11/01/23

Hi @kendallmar,

Let's try wrapping it in an IF statement, so it only uses the delimiters when there is a parent:

=IF(COUNT(ANCESTORS()) > 0, JOIN(ANCESTORS([Primary Column]@row), " - ") + " - " + [Primary Column]@row, [Primary Column]@row)

BRgds,

-Ray

Ray Lindstrom · 10/31/23

Hi @kendallmar,

Try this:

=JOIN(ANCESTORS([Primary Column]@row), " - ") + " - " + [Primary Column]@row

Replace the two instances of the name "Primary Column" with your own Primary Column name.

Alternately you could also replace delimiter I used which is " - " with another like " , " if you would like a comma instead of a dash in-between values.

BRgds,

-Ray

kendallmar · 10/31/23

@Ray Lindstrom

I tried that formula but it is still pulling in a - in before the parent task, but it is correct for the child rows. The column looks like this now

the column on the left is the new Task name column I would like to us for filtering and the column on the right is the existing task name column

Ray Lindstrom · 11/01/23

Hi @kendallmar,

Let's try wrapping it in an IF statement, so it only uses the delimiters when there is a parent:

=IF(COUNT(ANCESTORS()) > 0, JOIN(ANCESTORS([Primary Column]@row), " - ") + " - " + [Primary Column]@row, [Primary Column]@row)

BRgds,

-Ray

kendallmar · 11/01/23

https://community.smartsheet.com/discussion/comment/402532#Comment_402532

That worked!! Thanks so much for your help!!

Ray Lindstrom · 11/01/23

Glad to hear it worked!

Happy to help.

Best of luck to you in your solutioning!

Pulling Parent Task Name and Child name to New Column

Best Answer

Answers

Help Article Resources

Categories