Update Parent Row with Child

I have several budget sheets that are managed by separate functions. I want the leads of each function to update their data within their own respective sheet and for the updates to flow into one collated Master budget sheet. The Master budget sheet is linked to the individual function budget sheets using a unique identifier. Currently every time the individual function sheets update a row, a child (duplicate) is copied into the master budget sheet via the copy rows workflow. Is there a way to update the parent rows in the Master budget sheet with only the changed cells from the individual function sheets and now copy over an entire new child row? Thank you.

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi@JoannaAU

    I hope you're well and safe!

    Have you explored using Reports or cross-sheet formulas instead?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    我的帖子(s) help or answer your question or solve your problem? Please support the Community bymarking 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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi@JoannaAU

    I hope you're well and safe!

    Have you explored using Reports or cross-sheet formulas instead?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    我的帖子(s) help or answer your question or solve your problem? Please support the Community bymarking 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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the公式手册模板!
@Kris Peeters<\/a> <\/p>

you should be able to use =Countifs([Al Javor]@row:[Lisa Young]@row,\"1 - High\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108307,"type":"question","name":"Formula to Average Performance Score for Various Service Categories","excerpt":"I am trying to create a formula that averages the performance score of various service categories. For example, whenever the service category (drop down box) has \"civil engineer\" selected, I want a running formula that averages all the civil engineer ratings. I have tried using the =averageif() formula, but I continue to…","snippet":"I am trying to create a formula that averages the performance score of various service categories. For example, whenever the service category (drop down box) has \"civil engineer\"…","categoryID":322,"dateInserted":"2023-07-31T15:35:13+00:00","dateUpdated":"2023-07-31T15:48:17+00:00","dateLastComment":"2023-07-31T18:57:50+00:00","insertUserID":164346,"insertUser":{"userID":164346,"name":"ullkay95","url":"https:\/\/community.smartsheet.com\/profile\/ullkay95","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!bmtAmxLQVL0!e6DCx07vJ9c!25n9oP55COS","dateLastActive":"2023-07-31T18:59:28+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":164346,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-31T19:57:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":11,"countViews":32,"score":null,"hot":3381654183,"url":"https:\/\/community.smartsheet.com\/discussion\/108307\/formula-to-average-performance-score-for-various-service-categories","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108307\/formula-to-average-performance-score-for-various-service-categories","format":"Rich","lastPost":{"discussionID":108307,"commentID":388084,"name":"Re: Formula to Average Performance Score for Various Service Categories","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388084#Comment_388084","dateInserted":"2023-07-31T18:57:50+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-31T19:57:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/2HQ91LNQF3GG\/screenshot-2023-07-31-114610.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot 2023-07-31 114610.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T18:52:12+00:00","dateAnswered":"2023-07-31T18:48:05+00:00","acceptedAnswers":[{"commentID":388078,"body":"

In that case you would use the same syntax but you would reference the column in the sheet using the appropriate column name. <\/p>

[Column name]:[Column name]<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108204,"type":"question","name":"I am trying to return where a contract is in the review process, DOJ review may or may not have date","excerpt":"=IF(Started@row > [To OC&P]@row, \"HSD Contracts\", IF([To OC&P]@row > DOJ@row, \"OC&P\", IF(OR(DOJ@row > [To Contractor]@row, \"DOJ\", IF(DOJ@row = 0, IF([To Contractor]@row > [To OC&P]@row, \"Out for Signature\"), IF([To Contractor]@row > [HSD Signed]@row, \"Out for Signature\", \"//www.santa-greenland.com/community/discussion/107216/\"))))))","snippet":"=IF(Started@row > [To OC&P]@row, \"HSD Contracts\", IF([To OC&P]@row > DOJ@row, \"OC&P\", IF(OR(DOJ@row > [To Contractor]@row, \"DOJ\", IF(DOJ@row = 0, IF([To Contractor]@row > [To…","categoryID":322,"dateInserted":"2023-07-27T17:35:54+00:00","dateUpdated":"2023-07-27T17:36:30+00:00","dateLastComment":"2023-08-01T00:09:58+00:00","insertUserID":164200,"insertUser":{"userID":164200,"name":"mjmitchell","title":"DBO","url":"https:\/\/community.smartsheet.com\/profile\/mjmitchell","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-01T00:06:31+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":164200,"lastUser":{"userID":164200,"name":"mjmitchell","title":"DBO","url":"https:\/\/community.smartsheet.com\/profile\/mjmitchell","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-01T00:06:31+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":46,"score":null,"hot":3381330352,"url":"https:\/\/community.smartsheet.com\/discussion\/108204\/i-am-trying-to-return-where-a-contract-is-in-the-review-process-doj-review-may-or-may-not-have-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108204\/i-am-trying-to-return-where-a-contract-is-in-the-review-process-doj-review-may-or-may-not-have-date","format":"Rich","lastPost":{"discussionID":108204,"commentID":388134,"name":"Re: I am trying to return where a contract is in the review process, DOJ review may or may not have date","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388134#Comment_388134","dateInserted":"2023-08-01T00:09:58+00:00","insertUserID":164200,"insertUser":{"userID":164200,"name":"mjmitchell","title":"DBO","url":"https:\/\/community.smartsheet.com\/profile\/mjmitchell","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-01T00:06:31+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-01T00:10:04+00:00","dateAnswered":"2023-08-01T00:09:58+00:00","acceptedAnswers":[{"commentID":388134,"body":"

This took me a few hours to finally figure out and clearly, I have much to learn related to SmartSheet function rules. This is the final formula that worked. Sharing in case others may have a similar need. <\/p>

=IF(AND(ISBLANK(DOJ@row), ISDATE([To Contractor]@row)), \"Out for Signature\", IF(Started@row > [To OC&P]@row, \"HSD Contracts\", IF([To OC&P]@row > DOJ@row, \"OC&P\", IF(DOJ@row > [To Contractor]@row, \"DOJ\", IF([To Contractor]@row > [HSD Signed]@row, \"Out for Signature\", IF(DOJ@row <> [To Contractor]@row, \"Out for Signature\"))))))<\/p>

Once tested, this can be converted to column formula.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending in Formulas and Functions