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Automatic Parenting/Heirachy

Brett Holmes
Brett Holmes ✭
edited 12/09/19 inArchived 2016 Posts

I would like to add a request for an automatic parenting/heirachy feature based on a value or formula

i.e.

+ Won

--- Opportunities with the status colum marked Ordered

+Lost

--- Opportunities with Lost in the status field

+Pipeline

--- Opportunities without Lost or ordered in th status field

This could be extended to multiple levels so that in the "Won" Record Set there is a Qtr1 Qtr2 etc where there is a date frange to match records

This would not only be valuable to those of us who use smartsheet for other functionailty that project management but also usefull for project management to automatically group tasks that are complete.

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You are very close, try this.<\/p>

=COUNTIFS([End Date]:[End Date], <= TODAY())<\/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":107098,"type":"question","name":"HAS and Children Functions","excerpt":"I have the following column1 formula: =IF(HAS(CHILDREN([Column2]@row), \"Text\"), 1, 0) which sets the value of column1 to 1 if \"Text\" is found in any children in Column2 This formula works well for a single nested file of children. However, I have a multi-level nested file (i.e. Parent1, Child1, Parent2, Child2) and it…","snippet":"I have the following column1 formula: =IF(HAS(CHILDREN([Column2]@row), \"Text\"), 1, 0) which sets the value of column1 to 1 if \"Text\" is found in any children in Column2 This…","categoryID":322,"dateInserted":"2023-06-29T18:01:34+00:00","dateUpdated":"2023-06-29T18:25:44+00:00","dateLastComment":"2023-06-29T19:48:55+00:00","insertUserID":158378,"insertUser":{"userID":158378,"name":"Mike Dufour","url":"https:\/\/community.smartsheet.com\/profile\/Mike%20Dufour","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!DKvTQ7i6zPw!HGjTH6jjgiQ!wvw2rujGLYm","dateLastActive":"2023-06-29T19:48:13+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":158378,"lastUserID":158378,"lastUser":{"userID":158378,"name":"Mike Dufour","url":"https:\/\/community.smartsheet.com\/profile\/Mike%20Dufour","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!DKvTQ7i6zPw!HGjTH6jjgiQ!wvw2rujGLYm","dateLastActive":"2023-06-29T19:48:13+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":41,"score":null,"hot":3376131029,"url":"https:\/\/community.smartsheet.com\/discussion\/107098\/has-and-children-functions","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107098\/has-and-children-functions","format":"Rich","lastPost":{"discussionID":107098,"commentID":383208,"name":"Re: HAS and Children Functions","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383208#Comment_383208","dateInserted":"2023-06-29T19:48:55+00:00","insertUserID":158378,"insertUser":{"userID":158378,"name":"Mike Dufour","url":"https:\/\/community.smartsheet.com\/profile\/Mike%20Dufour","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!DKvTQ7i6zPw!HGjTH6jjgiQ!wvw2rujGLYm","dateLastActive":"2023-06-29T19:48:13+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T19:50:03+00:00","dateAnswered":"2023-06-29T18:48:24+00:00","acceptedAnswers":[{"commentID":383194,"body":"

CHILDREN will only look at entries one level down. DESCENDANTS will look at all levels below current.<\/p>"},{"commentID":383208,"body":"

Thank you Carson, very helpful!<\/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":107085,"type":"question","name":"Using INDEX\/MATCH to pull a date and CountIF not recognizing as a date","excerpt":"Hi, I'm using INDEX\/MATCH to pull a date from one report into another based on the same ID number. If there is no match, an error message populates. =IFERROR(INDEX({Corporate CAPA Closed Effective Date}, MATCH([InfoCard Number]@row, {Corporate CAPA Closed InfoCard Number}, 0)), \"CAPA Not Closed\") Once the formula is…","snippet":"Hi, I'm using INDEX\/MATCH to pull a date from one report into another based on the same ID number. If there is no match, an error message populates. =IFERROR(INDEX({Corporate CAPA…","categoryID":322,"dateInserted":"2023-06-29T15:11:26+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T20:28:41+00:00","insertUserID":146974,"insertUser":{"userID":146974,"name":"Jack Parry","url":"https:\/\/community.smartsheet.com\/profile\/Jack%20Parry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T20:28:15+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":146974,"lastUser":{"userID":146974,"name":"Jack Parry","url":"https:\/\/community.smartsheet.com\/profile\/Jack%20Parry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T20:28:15+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3376123207,"url":"https:\/\/community.smartsheet.com\/discussion\/107085\/using-index-match-to-pull-a-date-and-countif-not-recognizing-as-a-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107085\/using-index-match-to-pull-a-date-and-countif-not-recognizing-as-a-date","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107085,"commentID":383212,"name":"Re: Using INDEX\/MATCH to pull a date and CountIF not recognizing as a date","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383212#Comment_383212","dateInserted":"2023-06-29T20:28:41+00:00","insertUserID":146974,"insertUser":{"userID":146974,"name":"Jack Parry","url":"https:\/\/community.smartsheet.com\/profile\/Jack%20Parry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T20:28:15+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T20:28:12+00:00","dateAnswered":"2023-06-29T17:10:07+00:00","acceptedAnswers":[{"commentID":383157,"body":"

The INDEX function should be retaining the data type (in this case date value). It sounds like the issue is that there is at least one blank or no-date value within the range. To accommodate that you would use:<\/p>


<\/p>

=COUNTIFS({All Sites CAPA}, CONTAINS(\"CAPA\", @cell), {All Sites CAPA Effective Date}, IFERROR(<\/strong>MONTH(@cell), 0)<\/strong> = 6, {All Sites CAPA Closed On Time?}, CONTAINS(\"CAPA Overdue\", @cell))<\/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"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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 Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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