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Keeping parent Task during filter search
I have been using the Parent Task as a header for child task below. The child task has an owner, the header does not. I'm in construction so for example the Contract header has child items such as site visit, develop scope etc.
My owners don't want to see all the items that they don't own and I have a filter for each owner set up. When the filter is used, since I don't have an owner for the Parent task/head it doesn't show on their screens which is confusing for them. They do see all their tasks, which is good.
Can anyone suggest a better way to do this or make the Parent task show up at all times?
Comments
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J. Craig Williams ✭✭✭✭✭✭Steve,
If you really mean a Filter and not a Report, then check the box:
Craig
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Craig,
That was so easy it's embarrassing. Thanks
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J. Craig Williams ✭✭✭✭✭✭
You've entered a judgement free zone.
Craig
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Laura ✭✭✭✭✭✭This is our favorite feature right now! I'm so glad Smartsheet added "Current User" as a filter option.
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Bruno ✭
hi!
and... If it was in a report, any solution?
warm thanks!
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J. Craig Williams ✭✭✭✭✭✭
Bruno,
While we can not show the hierarchy in Reports (that is being able to collapse / expand sections), if you just want to pull data, then your sheets need to capture something that will be used in your Report criteria.
For example, suppose you want to see all rows that have "Wheelbarrow" in the [Description] column.
Your Report is likely pulling that from the What? criteria.
Add a new column, even a CheckBox column.
If the row is a chiid row & contains "Wheelbarrow" then
check the box
otherwise
check the box if any children are checked
(if parent might contain "Wheelbarrrow" when children don't, check for that too)
The formula can be written in a variety of ways, but that's the gist.
Craig
Categories
Instead of applying the formula to \"Multiselect Text String\" row, did you tried with \"Multiselect Values\" row?<\/p>
=IF(HAS([Multiselect Values]@row, [Component ID]@row), \"MATCH\", \"NO MATCH\")<\/p>
Thank you,<\/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":109493,"type":"question","name":"I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","excerpt":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5 different statuses in a separate column. So using the screenshot I've provided as an example (although it doesn't have 5 different statuses in the…","snippet":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5…","categoryID":322,"dateInserted":"2023-08-25T20:03:21+00:00","dateUpdated":null,"dateLastComment":"2023-08-26T00:34:49+00:00","insertUserID":165710,"insertUser":{"userID":165710,"name":"SmarsheetNewb","url":"https:\/\/community.smartsheet.com\/profile\/SmarsheetNewb","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:33:27+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":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":26,"score":null,"hot":3386005690,"url":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109493,"commentID":392692,"name":"Re: I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392692#Comment_392692","dateInserted":"2023-08-26T00:34:49+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":"2023-08-27T02:16:35+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":"2023-08-26T00:33:25+00:00","dateAnswered":"2023-08-25T20:44:12+00:00","acceptedAnswers":[{"commentID":392662,"body":"
Try this:<\/p>
=COUNTIFS([Item Number]:[Item Number], OR(@cell = \"C001\", @cell = \"COO2\", @cell = \"COO3\", @cell = \"COO4\"), [Status]:[Status], OR(@cell = \"Green\", @cell = \"Yellow\", @cell = \"Red\"))<\/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":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109500,"type":"question","name":"Auto-populate emails on a \"contact list\" column","excerpt":"I have a Form created for internal employees where they can submit request tickets to my department. We all have an account with Smartsheet. One of our columns (\"Requestor Name\") is in the Form where they type in their names. The \"Requestor Name\" column is a Contac List column. My issue here is, how can I have Smartsheet…","snippet":"I have a Form created for internal employees where they can submit request tickets to my department. We all have an account with Smartsheet. One of our columns (\"Requestor Name\")…","categoryID":321,"dateInserted":"2023-08-25T21:43:36+00:00","dateUpdated":"2023-08-25T21:44:14+00:00","dateLastComment":"2023-08-25T22:14:15+00:00","insertUserID":164850,"insertUser":{"userID":164850,"name":"ocanel","title":"Analyst","url":"https:\/\/community.smartsheet.com\/profile\/ocanel","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-27T06:55:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":164850,"lastUserID":165374,"lastUser":{"userID":165374,"name":"Shanky Paul","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Shanky%20Paul","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtcAdE60g-MBEj1rR28GVz9zn6RmbZsmEQm5EiEV=s96-c","dateLastActive":"2023-08-27T08:29:18+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":25,"score":null,"hot":3386002071,"url":"https:\/\/community.smartsheet.com\/discussion\/109500\/auto-populate-emails-on-a-contact-list-column","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109500\/auto-populate-emails-on-a-contact-list-column","format":"Rich","tagIDs":[204,247,334,448,527],"lastPost":{"discussionID":109500,"commentID":392677,"name":"Re: Auto-populate emails on a \"contact list\" column","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392677#Comment_392677","dateInserted":"2023-08-25T22:14:15+00:00","insertUserID":165374,"insertUser":{"userID":165374,"name":"Shanky Paul","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Shanky%20Paul","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtcAdE60g-MBEj1rR28GVz9zn6RmbZsmEQm5EiEV=s96-c","dateLastActive":"2023-08-27T08:29:18+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":"2023-08-27T06:55:03+00:00","dateAnswered":"2023-08-25T22:14:15+00:00","acceptedAnswers":[{"commentID":392677,"body":"
Hi, <\/p>
Add a \"Created By\" column in your sheet and turn on \"Required smartsheet login to access your form\" in your form setting. So that whoever fills out the form, their email id will be automatically captured in \"created by\" column. This will replace your \"Requestor Name\" column. <\/p>
Thank you!<\/p>
<\/p>
![\"Screen](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/8138SXSFVML6\/screen-shot-2023-08-26-at-3-36-45-am.png\")
<\/img><\/a>\n <\/div>\n<\/div>\n
