Workflow to edit multiple lines in another grid

Drakej

At a high level, I'm trying to create a workflow to conditionally edit one grid (an inventory grid) based upon any new rows created in another grid (a reservation grid).

Here's the basic workflow:

1. Via a web form in my reservation grid, user submits a request for 10 widgets
2. Workflow in reservation grid triggers upon creation of the new row, looks in my inventory grid for the last row of widgets that are not reserved
3. In my inventory grid, 10 unreserved widgets are then marked as reserved for the submitting user

I found a community article pertaining to Bridge which may be related, but I'm not sure, as my org doesn't have the add-in: https://help.smartsheet.com/articles/2482052-create-a-loop-in-a-workflow

Does anyone have any experience with a problem like this?

Paul Newcome

Are you able to provide some screenshots for context?

Andrée Starå

https://community.smartsheet.com/discussion/139589/workflow-to-edit-multiple-lines-in-another-grid

Hi,

I hope you're well and safe!

We could use cross-sheet formulas to make it work.

Can you share some screenshots and/or paste the formula(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

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Drakej

Hello, here are some screenshots to illustrate.

Each line in this grid represents a web form submission by Person 1, Person 2, Person 3, etc. including the number of widgets requested.

Each line in this grid represents a widget available for requests.

So, when Person 1 in the first screenshot requested 6 widgets, widgets 1 through 6 were tagged as reserved for Person 1. I would like to automate the process of getting these widgets assigned out as requests come in. Does that clarify my intent? Thanks.

kowal

hi @Drakej,

If you try to Trigger data changing workflow in Sheet B based on the changes from Sheet A it will not be triggered - Smartsheet blocked such kind of triggering to avoid workflow looping between sheets. It's for cell linking and Data Range in formulas case.

but as @Paul Newcome and @Andrée Starå are involved here i am pretty sure they will come up with something :)

Paul Newcome

You are going to need to insert a text/number column (called "Cumulative" in this example) in the sheet that collects the form entries and enter this column formula:

=SUMIFS([Widgets Requested]:[Widgets Requested], [Request Number]:[Request Number], @cell <= [Request Number]@row)

Then in the reservation sheet, your formula would be:

=IFERROR(INDEX({Form Sheet Requester}, MATCH(MIN(COLLECT({Form Sheet Cumulative}, {Form Sheet Cumulative}, @cell >= [Widget Number]@row)), {Form Sheet Cumulative}, 0)), "")