Managing Dependencies Between Worksheet Processes in Excel | Clay

Managing Dependencies Between Worksheet Processes in Excel | Clay

Chris Sanford
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Example worksheet:https://app.clay.com/workspaces/206908/workbooks/wb_224Dsowy7Mpj/tables/t_cSCi56UNeiA9/views/gv_Srp8SKPjB4Fx
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To implement a pause or rule in your worksheet, you can use conditional formulas. Here's how: 1. In the first tab, add a boolean column to indicate when the process is complete. 2. In the second tab, use a conditional formula to check if the first tab's process is finished. You can do this using our "Conditional formula generator" with a structure like: LBKSif ({{FirstTab.ProcessComplete}} == true) { run the second tab's process } else { don't run the process }LBKS3. To add a timeout, you could include a timestamp check in your condition. 4. For asynchronous feedback, use our "write to table" feature to update the boolean column in the first tab when its process completes. This approach allows the second tab to wait for the first tab's completion before proceeding, preventing race conditions.
Sources: Conditional runs | Documentation | Clay University Enrichments | Documentation | Clay University
Chris Sanford
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So once I get to that second step, I understand the first tab I add a Boolean column to indicate when the process is complete and then in the second tab I add a conditional formula to check to see if the process is finished. How do I get it to pause until that Boolean, that second tab conditional formula is checked? How do I implement a pause? So say it gets all the way up to the workflow until that point and then it won’t proceed any further until until that box gets checked.
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To implement a pause in the second tab's workflow, you can use a conditional formula. Here's how: 1. In the first tab, add a boolean column to indicate when the process is complete. 2. In the second tab, use the Conditional formula generator to create a condition that checks the boolean column from the first tab. 3. Structure your conditional formula like this: LBKSif ({{FirstTab.ProcessComplete}} == true) { run the second tab's process } else { don't run the process }LBKSThis setup effectively pauses the second tab's workflow until the boolean column in the first tab is true, indicating the process is complete. Remember, you can use the "/" key to select variables or columns from your workflow when creating the conditional formula.
Sources: Conditional runs | Documentation | Clay University Enrichments | Documentation | Clay University
Chris Sanford
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how would i check the boolean column in the other tab if it’s on a different tab in the workbook?
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To check a boolean column in a different tab within the same workbook, you can use the "/" key to reference columns from other tabs when creating your conditional formula. Here's how: 1. In the first tab, add a boolean column to indicate when the process is complete. 2. In the second tab, use the Conditional formula generator. 3. When creating the formula, use "/" to select the boolean column from the first tab. 4. Structure your formula like this: if ({{FirstTab.ProcessComplete}} == true) { run the second tab's process } else { don't run the process } This setup will pause the second tab's workflow until the boolean column in the first tab is true.
Sources: Conditional runs | Documentation | Clay University Enrichments | Documentation | Clay University