Automate Subtasks for a new row in a sheet

Bfelger
Bfelger ✭
edited 06/14/23 inSmartsheet Basics

Hello!

I have been working on a sheet that is primarily viewed in Card View. I have added subtasks to the cards. My question is, when a new row is added in (when you are in Grid View) is there a way for you to automatically have the subtasks added when there is a new submission?


Hopefully this makes sense, thank you!!

Tags:
· Share on Facebook Share on Twitter

Answers

Categories

Yeah. That does sound like it could take awhile. Haha. And if you knew the sheet I'd, you'd be able to just jump to it in SS instead of needing the api.<\/p>


<\/p>

Maybe a product enhancement request to expand the workflow portion of the api to include the sheet id is in order.<\/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":227,"urlcode":"api-and-developers","name":"API and Developers"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"}]},{"discussionID":109144,"type":"question","name":"Can you automatically rename\/add prefix to a mapped document?","excerpt":"I'm having an issue where I'm regularly automating a mapped document. The input comes in via a form, the service rep makes sure all content is ok, then hits the \"create PDF\" checkbox. A PDF is created and attaches itself to the row. This is great, and gets around the fact you can't just print a nice looking version of the…","snippet":"I'm having an issue where I'm regularly automating a mapped document. The input comes in via a form, the service rep makes sure all content is ok, then hits the \"create PDF\"…","categoryID":321,"dateInserted":"2023-08-18T14:12:34+00:00","dateUpdated":null,"dateLastComment":"2023-08-18T16:30:13+00:00","insertUserID":162047,"insertUser":{"userID":162047,"name":"Nat","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Nat","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/TGR5VC4AXHS3\/nABTHIGSKZB11.jpg","dateLastActive":"2023-08-18T17:09:13+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"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":"2023-08-18T20:45:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":70,"score":null,"hot":3384748967,"url":"https:\/\/community.smartsheet.com\/discussion\/109144\/can-you-automatically-rename-add-prefix-to-a-mapped-document","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109144\/can-you-automatically-rename-add-prefix-to-a-mapped-document","format":"Rich","tagIDs":[204,334,539],"lastPost":{"discussionID":109144,"commentID":391421,"name":"Re: Can you automatically rename\/add prefix to a mapped document?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391421#Comment_391421","dateInserted":"2023-08-18T16:30:13+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":"2023-08-18T20:45:06+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":"2023-08-18T14:58:45+00:00","dateAnswered":"2023-08-18T14:34:35+00:00","acceptedAnswers":[{"commentID":391406,"body":"

When you are setting up your mapping, you can drag and drop a field into the \"Output Document Name\" portion at the top of the mapping. You would just need a field that contains the document name (usually generated by a formula).<\/p>


<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/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":204,"urlcode":"Forms","name":"Forms"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":539,"urlcode":"generate-document","name":"generate document"}]},{"discussionID":109094,"type":"question","name":"Search tool not working","excerpt":"My search tool is not working. I can only search for the full content. EX: if I want to search for a vehicle VIN I only use the last 5 digits instead of the full 17. I do use the * and it still does not work. Was working fine Monday. Yesterday it starting giving me issues. I have logged out and back in and also cleared my…","snippet":"My search tool is not working. I can only search for the full content. EX: if I want to search for a vehicle VIN I only use the last 5 digits instead of the full 17. I do use the…","categoryID":321,"dateInserted":"2023-08-17T14:37:38+00:00","dateUpdated":null,"dateLastComment":"2023-08-18T21:13:35+00:00","insertUserID":165272,"insertUser":{"userID":165272,"name":"Anita Barnett","url":"https:\/\/community.smartsheet.com\/profile\/Anita%20Barnett","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nEfmv--nCTI!mcMkfpPfLLo!9jrYbX_6zpY","dateLastActive":"2023-08-18T21:15:55+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":62,"score":null,"hot":3384680473,"url":"https:\/\/community.smartsheet.com\/discussion\/109094\/search-tool-not-working","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109094\/search-tool-not-working","format":"Rich","lastPost":{"discussionID":109094,"commentID":391506,"name":"Re: Search tool not working","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391506#Comment_391506","dateInserted":"2023-08-18T21:13:35+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+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":"2023-08-18T20:41:18+00:00","dateAnswered":"2023-08-18T18:58:07+00:00","acceptedAnswers":[{"commentID":391463,"body":"

@Anita Barnett<\/a> Ok. I understand you are trying to do a wild card search using the search box in Smartsheet. Using a prefix wild card in the search box is no longer supported.<\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/522231-searching-in-smartsheet\n <\/a>\n<\/div>
\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

If your search is in the same sheet, I would recommend highlighting the VIN column and using a ctrl+f to bring up a find box and use that to search for the data.<\/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":[]}],"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":4958,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending in Smartsheet Basics

  • Identify Workflow from ID?

    Good morning, got a random one. Is there any way to identify what sheet or workflow an automation ran from? I got a rogue automation this morning, and I don't know what sheet it lives in. However, I noticed at the bottom of the email, there is an ID number, similar to a sheet or row ID. Is there any way, maybe with the…

  • Can you automatically rename/add prefix to a mapped document?

    I'm having an issue where I'm regularly automating a mapped document. The input comes in via a form, the service rep makes sure all content is ok, then hits the "create PDF" checkbox. A PDF is created and attaches itself to the row. This is great, and gets around the fact you can't just print a nice looking version of the…

  • Search tool not working

    My search tool is not working. I can only search for the full content. EX: if I want to search for a vehicle VIN I only use the last 5 digits instead of the full 17. I do use the * and it still does not work. Was working fine Monday. Yesterday it starting giving me issues. I have logged out and back in and also cleared my…

Help shape the future of Smartsheet.
Share your ideas and feature requests.

 Watch video