Parent Child Relation in Dynamic View

kdar · 10/11/23

I was wondering if there was a way to display the parent child hierarchy the same way it is shown on the main sheet with just the data on the dynamic view of the sheet? I have a dynamic view where all completed and cancelled status projects show up, and would like them parent/child to be displayed as it is on the main sheet.

Thanks

Andrée Starå · 10/11/23

Hi @kdar

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

Here's a possible workaround or workarounds

Add a helper column or conditional formatting to indicate the hierarchy.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅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!

kdar · 10/11/23

Thanks for the suggestion @Andrée Starå. How can I set up a helper column to help indicate that?

Thanks,

Kaadar

Andrée Starå · 10/11/23

@kdar

Happy to help!

Try something like this.

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

Did that work/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!

kdar · 10/11/23

Unfortunately that didn't work as well. @Andrée Starå

Lrainery · 05/17/24

This worked for my need, thanks @Andrée Starå
There isn't a way to add Icons to that though, is there? Like a down arrow or right left arrow?

Andrée Starå · 05/17/24

https://community.smartsheet.com/discussion/comment/436511#Comment_436511

Hi,

I hope you're well and safe!

Excellent! I'm glad to hear that it's still helpful!

You can use other symbols by using UNICHAR, CHAR or Emojis.

More info:

https://help.smartsheet.com/function/unichar

https://help.smartsheet.com/function/char

https://getemoji.com/

It could look something like this.

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

I hope that helps!

Be safe, and have a fantastic weekend!

Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅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!

Lrainery · 05/19/24

I have been great! Still around LOL Hope all is well with you!
Brought Smartsheet into yet another org, as an enterprise-wide solution, most were using it as just another excel type product. Once I opened their eyes to the automation of dashboards, notifications for due dates, and the formula magic- they were sold! The adoption engagement has been the amazing and we already have our EPMO templates, budget templates, SDLC/Release Mgt templates, Prof Serv and Implementation, and Audit templates built, QA'd and live, within 5 months of adopting!

Thank you! Awesome, that worked! My previous orgs would have never let me use emoticons/symbols, this one is way more relaxed, and I get to be creative in dashboards and Dynamic View.

Who knew work could be this much fun, right? Cheers!

Lori

Andrée Starå · 05/22/24

https://community.smartsheet.com/discussion/comment/436818#Comment_436818

Excellent!

Happy to help!

Yes, I'm fantastic! Thanks!

I'm glad to hear that you've added Smartsheet to another one.

✅ Remember! Did my comment help or answer your question? Please support the Community and me by marking it 💡 ⬆️ ❤️ or/and as the accepted answer. It will make it easier to find a solution! Thanks!

Parent Child Relation in Dynamic View

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