Is there a way to have rows as "Child" relationship under a "Parent" row?

#1

Hi - I am trying to move from Smartsheet to Airtable, but have a specific way we track phases of some of our jobs. Attached is a screenshot of our current Smartsheet that allows for a customer line with all of the associated phases to be beneath and associated with the parent row - and the dollar amounts roll up. We track each phase as individual “jobs” beneath the summary job and the ability to “collapse” on Smartsheet limits a gigantic sheet. I realize the structure of Airtable is different and most likely is not able to re-create what I have, but I do need to be able to have the same basic idea and not sure where to start. Thanks for any input offered!

#2

It Airtable, you’d do this by separating each idea into its own table.

So you’d have a Clients table, a Jobs table, and a Phases table.

A Client record can be linked to many Jobs.
A Job record can be linked to many Phases.
A Phase record can only belong to one Job.
A Job record can only belong to one Client.

With this setup, you’ll be able to Rollup dollar amounts of all Phases on a Job in the Jobs table. You’ll likewise be able to Rollup dollar amounts of all Jobs on a Client in the Clients table.

Hope that clarifies for you.

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