Automated process to start after comparing?

07/31/20
Answered - Pending Review

Hi.

Please help how could I get such a scenario:

  1. Trigger: a flag in a cell
  2. If the data in another exact cell in this row is equal to the data in another table's cell (that contains the preliminary data, autocopied to current table), then auto-scenario B.
  3. If the data is not equal then auto-crenario A (re approval process).

The goal is to skio the reapproval step if currect data is equal to preliminary.

I'm just a starter, couldn't get through the formulas by now. Please help. 😶

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Anna Pelipas

    Not sure I follow!

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • There are two tables.

    1st (sm.jpg) - preliminary freelance application form approval. When all the data is approved, the row is autocopied into 2nd table (smartsheet2.jpg). It has additional columns, another access rights and is used for tracking the final information and paper preparation.

    There are 2 types of cases. 1 case - the preliminary info didn't changed from start to the end of process. Just a standard process needed. It's ok with that.

    2nd case - some cells have changed from the start (info updated in smartsheet2). Additional reapproval is needed.

    I thought to make an automated business process that is checking if some changes were done. But couldn't get through this stage. What are the ways to organize it?

    Thank you for your help in advance.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Anna Pelipas

    Happy to help!

    Do you want to trigger an approval process in the first or second sheet?


    By the sounds of it, my process below might help.


    Please have a look at my post below with a method I developed.

    More info: 


    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andree,

    I'm trying to automate the process on the second sheet.

    Your post seamed to be what I'm looking for, but I'm just a starter and having difficulties in details. How exactly should I use VLOOKUP and/(or?) Index/match?...


    Anna

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Anna Pelipas

    I'd be happy to share an example. 

    Please send me an email at [email protected], and I'll share it with you.

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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