Can a workflow be designed to reference a data field in another sheet?

Bill Lafferty

I am playing with the idea of creating a master reference sheet and using that as a cross reference for another. For example, I would have a master list of all leaders by geography. I am curious if I can devise a workflow based on selection of a geography (ie: USA) in another sheet, to send a message to the corresponding leader noted as a Contact in the master reference sheet.

Thoughts?

Thanks.

Bill

Andrée Starå

Hi William,

Yes, you can.

You’d cross-sheet formulas and VLOOKUP or INDEX/MATCH to set it up.

INDEX

MATCH

VLOOKUP

Would that work?

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Mike Wilday

Seems totally doable. I would use a VLOOKUP to cross reference your geography column in the main sheet with a list of geography and contacts. Then you could return the appropriate contact to your other sheet and fire an automation which sends an email or alert to the contact.

Here is more on using VLookup with a cross sheet reference:

https://www.youtube.com/watch?v=Fya8-nA-9Ew

https://help.smartsheet.com/videos/advanced-cross-sheet-formulas

Bill Lafferty

I will spend some time playing and come back with what I learn. Thanks.

Andrée Starå

@William Lafferty Excellent!

Let us know if you have any questions.