Workflow Automation - update copied rows

Julia D Taylor

My colleague and I are coordinating a client referral project and have each created a sheet to manage different parts of the process. Since the two sheets include overlapping data (client name, status, referral date, etc) we need to automate a workflow to push information from her sheet to mine. The workflow to copy new entry rows to mine works fine but we are struggling with automatic updates to rows that have already been pushed over. Ideally, we would like updates in existing rows such as status and call dates to also update in my sheet when changed in hers. We’ve tried adding conditions to the trigger but end up creating duplicate client rows instead of updating one that has already been pushed over. Can you offer a suggestion on how to properly define a workflow automation to update existing rows in another sheet? Or perhaps there is a better method of accomplishing this?

Paul Newcome

I would suggest putting all columns on a single "master sheet". Then you can pull separate reports for each of you that will show only the columns you want to work with. Once you update the report, the master will also update, and any updates made in the master will also update in the reports.

Paul Newcome

I would suggest putting all columns on a single "master sheet". Then you can pull separate reports for each of you that will show only the columns you want to work with. Once you update the report, the master will also update, and any updates made in the master will also update in the reports.

Andrée Starå

Hi @Julia D Taylor

To add to Paul’s excellent advice.

Another option could be to use a VLOOKUP or INDEX/MATCH structure to connect the sheets. There has to be something unique that can be used to collect the information in one of the sheets or another separate sheet.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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