Automated workflows with reference data from other sheets

I have a master worksheet with a Status column that defaults to "Submitted" for new records. Behind the master worksheet are a few sub worksheets for specific processes, along with their own status columns. In the master worksheet there are reference links for the status columns of the sub worksheets. I would like to create an Automated Workflow that looks at the sub worksheet statuses and overwrites the master Status. There is a hierarchy with the sub worksheets, so I created a helper column for with IF statements.

I am looking to use the helper column in my workflow to determine which sub worksheet status to reflect in the master worksheet Status column.

I had read somewhere that workflows cannot use cell references from other worksheets, which is one reason why I created a helper column. However, when the sub worksheets update and helper column the workflow is not firing.

Any ideas how to get the workflow to update the master worksheet Status column?


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Paul Reeves

    I hope you're well and safe!

    Not sure I follow.

    Couldn't you use cross-sheet formulas and VLOOKUP or INDEX/MATCH?

    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])

    Would that work/help?

    I hope that helps!

    Have a fantastic week & Happy Holidays!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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