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Automation for creating a Template of new child rows when a Parent is copied from another sheet?
I'm working on creating some workflows that will copy information from a change order tracker sheet into a resource assignment tracker sheet. Ideally, I'ld like to grab key details from the change order tracker (number & name) over to a resource assignment tracker, then have additoinal rows added on the resource assignment…
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Ideas on how to handle complex projects with LOTS of sub-tasks
I am working with on of our departments internally on their Smartsheet system, and looking for insight into how some of you handle complex project plans. What they have right now is so bloated that it is unmanageable, and making them rethink using Smartsheet as a system at all. for context, they went from using Google…
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Group Rows - Parents & Children
Hi everyone, I’m hoping to get some help from the community. Is there a way to automatically group rows in a parent-child format? For example: Parent A Child A Child A Parent B Child B Child B Parent C Child C Child C Each time I add a new row, I’d like it to automatically group based on this logic. If I add a row name…
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Can i move child rows to another sheet and copy the parent row across too?
At the end of each quarter, i'd like to copy parent rows and move the previous 3 months (from each parent row) to an archive sheet. Is this possible? I'd then like to have an automation after this that adds 3 new rows under each parent row once a new quarter begins.
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Populate Child due dates based on parent due date and (+/- number of days) column
I'd like to populate the due dates for child tasks based on the 'master' due date of the parent line, with the help of a "days out" or "weeks out" column. For example, I'd input the due date of the parent line below as December 31st, I'd want the child lines to populate accordingly with December 31st less the number of…
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JOIN COLLECT - PARENT criterion
Hi there! I'm doing a cross sheet formula where I want to collect Task Names if the IP Submission Return of the child row (10/12/24 in this example) matches the Most Recent Update of the parent row. The Most Recent Update column utilizes the formula =MAX(DESCENDANTS([Actual IP Submission Date]@row), DESCENDANTS([IP…
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IF/COUNT and IF/SUM/CHILDREN Formula Help
I have a sheet (See below). In the 'Sheet Needed' column I have a formula: =IF(P@row = 1, COUNT([Sheet Created?]@row, IF(P@row = 0, SUM(CHILDREN())))) This is working in the Child Rows, however I am not getting a total in the Parent Rows. What am I doing wrong? I know it is late at night and I am sure I am doing something…