Automation - Referencing and Changing Values Between Sheets

Shane Klos

Hi,

I have build a functional, if not exceptionally efficient, UAT process in which individual tests for a product feed up via cell links to a "Master Product Test Sheet". In this sheet the "Approver" monitors the testing and when a test is flagged as completed and automation "Approval Request" kicks off asking the Approver to confirm the Pass/Fail of that test. If it's a pass we lock the row and move on - nothing to see here. If it's a fail, the same automation marks the test as "Failed" and copies the row to a separate sheet - "Product UAT Log".

The addition of a record in this sheet triggers an Automation that alerts the "Developer" there is a new entry for them to check out. Once they have earned their pay and believe they have fixed the issue or the issue is in spec, they can enter their remarks and change the "Test Accepted" column - currently marked as "Failed" - to "Resolved". This change triggers a "Resolved Alert " automation to send an email to the "Approver" telling them to retest and resubmit.

What I would like is for that "Resolved Alert" to automatically update the original record in the "Master Product Test Sheet" with a "Retest" status.

I thought about cell linkings but this doesn't really meet the need for a number of reasons not the least of which is that we need these triggered, logged and traced - without creating more complexity. Just a simple ability to alter a cell in anther sheet when triggered by an automation.

Can y'all help a fella out?

Thanks

Shane

Andrée Starå

Hi @Shane Klos

We could probably use a VLOOKUP or combination of INDEX/MATCH to collect the value back to the main sheet, but we'll need to have all status options included or use so-called helper columns.

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, andree@getdone.se)

What do you think?

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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Shane Klos

Thanks for the quick and thoughtful answer Andree. I think that has some merit - I just have to let it stew in the noodle for a day or so and then try it.

I'll get back to you with either a Failure report or a resounding thank you :)

Thanks again and talk with you soon

Cheers

Shane

Andrée Starå

@Shane Klos

You're more than welcome!

Talk soon!