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?

Answers

  • 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!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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 for help with Smartsheet, integrations, general workflow advice, or anything else.