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Re: Forms and Grid view

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Loksanthosh
4 - Data Explorer
4 - Data Explorer

Hi Team,

I am working on creating an Airtable to handle our marketing budgets using an Airtable form. The workflow involves team members filling out the form with options from a single-select list, entering the amount spent, and submitting it for approvals. Once approved, the data is displayed in a grid view for further analysis.

However, I am facing an issue with the Primary Column. I need the primary column to represent a parent-child-grandchild structure, as shown below:

  • Services
    • Category 1
      • A
      • B
      • C
      • D
    • Category 2
      • A
      • B
      • C
      • D
    • Category 3
      • A
      • B
      • C
      • D

Could you please guide me on how to achieve this hierarchy in the primary column.

Thank you for your support.

4 Replies 4

Could you provide a screenshot of your table and the relevant fields with some example data, and include in the screenshot how you'd want the primary column to look based off of said example data?

BenGreen
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi there, in the primary column, you would need to use a concatenate formula most likely to make a unique string for each record. 

 

To achieve indentation, you are likely looking for a List view with a hierarchy! 

Achieversdevelo
5 - Automation Enthusiast
5 - Automation Enthusiast

Hey! You can structure your primary column using a formula field that combines the hierarchy levels into a single field. For example: CONCATENATE({Service}, " - ", {Category}, " - ", {Subcategory}). This will create a clear parent-child-grandchild structure while keeping your data organized. Let me know if you need help setting it up