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I have data broken out by region (AMER, EMEA, & APAC), and there is budget information contained in each row.  The region is a parent and the corresponding rows are children.  This allows me to get a regional budget summary.

Is there a way to maintain this hierarchy (parent/child relationship) when rows are created using web forms?  Currently, when a form is used to submit data, although the region is selected on the form, the row doesn't come is as a child row.

If this doesn't exist, I think it would be a great enhancement.  I'm curious to hear how others have solved this problem.  I don't want to have to edit each row that comes in from the form manually.

 

Thanks!

Keith

Department

Comments

Hi Keith,

There currently isn't a way to automatically add new row entries underneath the appropriate parent row. When you have a moment, please submit an enhancement request using the Product Enhancement Request form under Quick links on the right of the community site and let our Product team know how you'd like to see this type of feature work in Smartsheet.

From personal experience, I manage help center documentation projects in Smartsheet.

I've changed the form options to have all entries submitted via form enter the top of the sheet. I manually cut and paste the rows, and indent them as needed to the appropriate child row.

I know other people have solved this problem by using our API to automatically do this for them. If you have development resources available to you, you may be able to develop something that automates this process: https://smartsheet-platform.github.io/api-docs/