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Can you collate Ancestors based on another column condition?
Hi all, looking for some formula help. I would like to collate the names of my ancestors for a task in my "Stage" column, but only if the Hierarchy level of that parent or grandparent is >= 3. I have tried utilizing the Join(Ancestors(Task@row), " - ") and this returns all of the parent tasks. When I try to utilize an if…
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Parent-Child Count distinct children under a specific date and type parent
Hi everyone, I'm trying to establish a parent shild structure that will help me count total number of distinct children under a parent when two conditions of parent are met. Below is an example grid. I'm loking for a formula that will count the number of disticnt children that are listed under parent that are Blue and…
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Display only parents in card view
i have parent rows with children and i have used a formula to identify the parents. i want to use a filter so that when viewing Card View i only see parent rows and NO children. i cant figure out how to do it. even when i filter using my "is parent" (=1) column i get more than that
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How to pull the top parent to the row
I need a way to consistently pull the top-level parent to all rows below for our reports. Here's an example: In this case, all of the apples need to have "Alpha" on their row. Similarly, all of the variations of Ed, Edd, and Eddie, as well as Easy and Edison, need to have "Echo" on their row. So on and so forth. Right now,…
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How to calculate parent-level values in multiple columns (not just % Completed)?
Hi, In my project sheet, only the % Completed column rolls up automatically using parent/child logic. That works fine. But I want to do something similar in other columns, like: Variance from Baseline (%) Weighted Variance Planned Progress (%) These are all calculated row by row, but I want to show an accurate value at the…
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Formula or Automation to Indent Rows from Intake Form?
Is it possible to set up a formula or automation with helper columns in a sheet so that if a box is checked (or some other designation that could be done from an intake form…) it can indicate that a task is a sub-process of a larger task and be indented to indicate that relationship? Trying to find a way around manually…
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Parents and children integrity
Hi I have a single sheet that has parents and children. What I was hoping to do is use Dynamic View to allow various people to add rows. I was hoping that it would automatically add/ categorize the rows into the relevant parent group. However when testing this it adds it to the bottom of the sheet. Is there a formula that…
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Formula help within a Sheet
Hello - we are having problems adjusting a formula to include additional details. The formula is being used on a sheet for a project checklist. The parent formula shows the overall status of child tasks - if they are all "Completed" then the formula should say "Completed", if they all say "Not Started" then the formula…
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Show what's next on primary row
Primary row 1 Status Up next:subtask 2 Subtask 1 Complete Subtak 2 Subtask 3 Primary row 2 Up Next: Subtask 1 Subtask 1 Subtak 2 Subtask 3 Primary row 3 Up Next: Subtask 3 Subtask 1 Complete Subtak 2 Complete Subtask 3 Is it possible to have a layout like this. So once everything is collapsed it will show what is up next…
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Roll up Fail
I have a test scenario as a parent and a sub-task as a child. So let's say, I have 11 sub tasks under the parent, if one of those 11 children has fail in its status, the parent will say fail. If all say pass, then the parent will say pass. I couldn't get the formula to work what I wanted it to do.
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Help with the following parent/child formula
=COUNTIFS(CHILDREN([Not Applicable]@row), 0, PARENT([Name of the Operational Provision or Rule],"Payer-Accounts") #INCORRECT ARGUMENT SET I am trying to count child rows where a checkbox is set (not applicable) where the parent row title is "Payer-Accounts". I am creating individual Summary values for each of the parent…
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Add copied row as a child row
I have a row being copied via "Manage References" using INDEX MATCH from Sheet 1 to Sheet 2. If this row matches the project number and has a ".0" indicating added task to the same project, I want this row to be copied over as a child to the Parent row in Sheet 2. Currently it just lists it as a new row. Below is the INDEX…
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Linking Parent and Child Rows with a Unique Identifier
Looking for a way to tie Parents to Children with a numeric value, so if they become separated and lost in a sort, they can be easily found and nested under the correct Parent again. We have an automated [ROW ID] column to reference. We created a [SLIP ID] column and used =PARENT([ROW ID]@row), and it does populate the…
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Prevent Date Roll Up
To be able to have a date in a parent row and not have the children row determine the parent row dates. Keep the parent row stagnant as an option.
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%Completion Rollup of projects doesn't make sense for parents of parents
Hello, I'm realizing for a project, the % of completion of the Parent of a Parent task, doesn't consider the size of the Childs of the Parent task. For example, in this case I have two Parent tasks, both of them are 10 days of work, one is 10 task of one day each, and the other is one task of 10 days. Once any of them is…
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Enhance Row Collapse Functionality for Improved Project Management
Our team manages a large number of projects on a single Smartsheet, with each project containing multiple child rows to track weekly progress and phases. This results in an extremely long sheet, making it challenging to navigate and manage efficiently. Our management prefers to have all projects and phases listed on one…
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Parent and Child Rows in filtering
There should be a way to toggle option if we want to include child rows inside of a filter. Where we can currently have the parent row option, we should be able to also include child rows.
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Status Rollup to Parent Formula
Hi, I have this formula that works when automating parent/child tasks in a project plan. =IF(COUNT(CHILDREN(formula@row)) > 0, IF(COUNTIF(CHILDREN(formula@row), "Complete") = COUNT(CHILDREN(formula@row)), "Complete", IF(COUNTIF(CHILDREN(formula@row), "Not Started") = COUNT(CHILDREN(formula@row)), "Not Started", "In…
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Is it possible to add child rows to multiple parent rows with a single API call?
I am attempting automate adding standard sub/child tasks to many parent tasks at the same time. Following the API documentation Specify-Row-Location I am using the parentID + toBottom location attributes for every child row. I am consistently getting errorCode 1123 when the program moves from the first parent row to the…
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Move child row under new parent row when a cell value is changed.
I have parent rows (upcoming week, current week, and past weeks) and I'd like to be able to change the status cell from upcoming week to current week, and have it move the row under a different parent row. Is this possible?