Set up automated workflow to copy child rows to another sheet?
I have a sheet set up with parent rows for each month. I want to copy the child rows underneath the "July" parent row to another sheet using an automated workflow. What condition do I set if I want the rows under "July" to copy to the other sheet on the first of every month?
Best Answer
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Ben Goldblatt EmployeeYou would still need to use a "helper" column but if you don't want to use a date column for the helper, you could use a nested IF statement to populate a month number based off of the name of the month listed in the "Date Begin" column:
=如果([日期开始]@row =“1”,1,如果([日期开始n]@row = "February", 2, IF([Date Begin]@row = "March", 3, IF([Date Begin]@row = "April", 4, IF([Date Begin]@row = "May", 5, IF([Date Begin]@row = "June", 6, IF([Date Begin]@row = "July", 7, IF([Date Begin]@row = "August", 8, IF([Date Begin]@row = "September", 9, IF([Date Begin]@row = "October", 10, IF([Date Begin]@row = "November", 11, IF([Date Begin]@row = "December", 12))))))))))))
You could also manually enter a number to correspond to the month. Once you have the numbers in place, the checkbox formula could reference the month number listed on the row. If the month number matches the month number of today's date, the box will check.
=IF(MONTH(TODAY()) = [Month Number]@row, 1)
The "Month Number" column could be hidden once your numbers are in there if you don't want the helper column to be visible in the sheet. I hope that helps!
Ben
Answers
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sravya.gupta127326 ✭✭✭✭✭
Hi - You could have a new field created to show parent (=parent(primary task column name)) and use that in your conditions to match July. This will work if you have just children rows at July and no further rows.
Thanks,
Sravya
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Thanks for your response. We have a parent row for each month of the year, so I'd like the automation to happen every month, copying over all of that month's child rows. Could we do something with the "Date Begin" column?
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Stefan ✭✭✭✭✭✭
Hi,
should be possible with one automation having condition paths for every month.
In your workflow click on the first + below the trigger section and add another condition...
Hope this helps
Stefan
Smartsheet Consulting, Solution Building, Training and Support.
Projects for Processes and for People.
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Andrée Starå ✭✭✭✭✭✭Another option could be to add a so-called helper column (checkbox) that checks if the month is the current month, and then that would trigger the copy row automation.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
工作流顾问/ CEO @WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community bymarking it as the accepted answer/helpful. 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.
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I like your idea, but I'm wondering if there's a way to create a formula that checks the helper checkbox if the month is current month without have to add another helper column that has the date column type? I found the formula below on a differentdiscussion, which works if I were to add another helper column that says "6/1/20" for each row that has "June" in the "Date Begin" column (for example). It would be nice to have a formula like the one below that works with just the name of the month instead an actual date (to keep the sheet as an evergreen template to use year after year).
=IF(AND(MONTH([Date Column]@row) = MONTH(TODAY()), YEAR([Date Column]@row) = YEAR(TODAY())), 1)
Do you know if that's possible?
Thanks!
Megan
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Ben Goldblatt Employee
You would still need to use a "helper" column but if you don't want to use a date column for the helper, you could use a nested IF statement to populate a month number based off of the name of the month listed in the "Date Begin" column:
=如果([日期开始]@row =“1”,1,如果([日期开始n]@row = "February", 2, IF([Date Begin]@row = "March", 3, IF([Date Begin]@row = "April", 4, IF([Date Begin]@row = "May", 5, IF([Date Begin]@row = "June", 6, IF([Date Begin]@row = "July", 7, IF([Date Begin]@row = "August", 8, IF([Date Begin]@row = "September", 9, IF([Date Begin]@row = "October", 10, IF([Date Begin]@row = "November", 11, IF([Date Begin]@row = "December", 12))))))))))))
You could also manually enter a number to correspond to the month. Once you have the numbers in place, the checkbox formula could reference the month number listed on the row. If the month number matches the month number of today's date, the box will check.
=IF(MONTH(TODAY()) = [Month Number]@row, 1)
The "Month Number" column could be hidden once your numbers are in there if you don't want the helper column to be visible in the sheet. I hope that helps!
Ben
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Andrée Starå ✭✭✭✭✭✭
Try something like this.
=IF(MONTH([Date Column]@row) = MONTH(TODAY()), 1)
Would that work?
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 help the Community bymarking it as the accepted answer/helpful. 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.
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<\/p>
=VALUE(IFERROR(JOIN(DISTINCT(COLLECT([Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, [Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, <>\"\"))), \" \"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109460,"type":"question","name":"IF \/ OR formula then Check a Box","excerpt":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1) OR([Study Status]@row = \"In Start-Up\", 1))","snippet":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1)…","categoryID":321,"dateInserted":"2023-08-25T13:30:39+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T16:21:27+00:00","insertUserID":9250,"insertUser":{"userID":9250,"name":"Susan Swisher","url":"https:\/\/community.smartsheet.com\/profile\/Susan%20Swisher","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-25T16:23:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-26T01:04:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":9,"countViews":45,"score":null,"hot":3385956126,"url":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109460,"commentID":392616,"name":"Re: IF \/ OR formula then Check a Box","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392616#Comment_392616","dateInserted":"2023-08-25T16:21:27+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-26T01:04:51+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T15:13:03+00:00","dateAnswered":"2023-08-25T14:14:39+00:00","acceptedAnswers":[{"commentID":392575,"body":"
Give this a try:<\/p>
=IF(OR([Study Status]@row = \"Active\/Open to Accrual\", [Study Status]@row = \"In Start-Up\"), 1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109457,"type":"question","name":"Conditional Formatting (modified date not in the last 3 weeks)","excerpt":"I would like to use Conditional Formatting (highlight the entire row yellow) if the modified date is not within the last 3 weeks. So any row that has not been recently updated (last 3 weeks) should be highlighted in yellow. Is this spmething that can be done directly within conditional formatting or should I first create a…","snippet":"I would like to use Conditional Formatting (highlight the entire row yellow) if the modified date is not within the last 3 weeks. So any row that has not been recently updated…","categoryID":321,"dateInserted":"2023-08-25T12:33:14+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T12:40:57+00:00","insertUserID":161267,"insertUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":161267,"lastUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":26,"score":null,"hot":3385935251,"url":"https:\/\/community.smartsheet.com\/discussion\/109457\/conditional-formatting-modified-date-not-in-the-last-3-weeks","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109457\/conditional-formatting-modified-date-not-in-the-last-3-weeks","format":"Rich","tagIDs":[437],"lastPost":{"discussionID":109457,"commentID":392553,"name":"Re: Conditional Formatting (modified date not in the last 3 weeks)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392553#Comment_392553","dateInserted":"2023-08-25T12:40:57+00:00","insertUserID":161267,"insertUser":{"userID":161267,"name":"Jef Snyders","title":"Jef Snyders","url":"https:\/\/community.smartsheet.com\/profile\/Jef%20Snyders","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/4HJAEW33KBD0\/nXEKEZE5EQEV4.jpg","dateLastActive":"2023-08-25T13:32:31+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T12:40:09+00:00","dateAnswered":"2023-08-25T12:37:47+00:00","acceptedAnswers":[{"commentID":392551,"body":"
There is no direct way to do this. Adding a checkbox helper column with something similar to this and then formatting based on the checkbox is the simplest way. You can even hide the extra column, as there is no reason for it to be visible.<\/p>
=IF([Modified Date]@row < TODAY(-21), 1, 0)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&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":4991,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
