Workflow to change data

Question

Hello all,

I have a current workflow that outputs data like Name, Dates, etc. The Input column names are always the same and we run the workflow every day. I'd like to find a tool that can make changes to certain cells in the output. Most of the output data does not change except for the dates.

For example: This is the original output

Full NameDateNotesName 11/15/2022Note must not changeName 23/4/2022Note must not be deletedName 312/3/2022Note column should stay here

The next time the workflow is run, the dates may change. I want the workflow to search the new report and compare to the last output to determine if a change was made in the date column. If something was changed, I want the workflow to replace the old date with the new date. All other columns must stay, they cannot be overwritten.

Any help is appreciated. Thank you!

awhitehead012 · Answer

Thank you for your assistance.

Input 1 was already run according to the example workflow. Output 1-20 reflects the data split to show a full report of the output plus three tabs for each case worker. The tabs reflect the case workers cases to look over.

Each day, I get a new report. I created a second report labeled Input 2 , which has the same information from Input 1 along with additional cases. Some of the previous cases dates and status has changed. I need to have the tabs for each case worker updated if any information has changed particularly in start date and status columns. The employee identification number is always unique and will not change. The notes column is something the case worker uses to update and needs to remain. It cannot be overwritten.

Currently the workflow is set up to run through the previous output to ensure its not adding any duplicates to the new output. I have set up an Input 2 but did not run the workflow so you could see the example.

Example Workflow.yxmd

Input 2.xlsx

Input 1.xlsx

Output 1-20.xlsx

ShankerV · Answer

Hi @awhitehead012

I believe it can be achieved.

Can you give a sample dataset for old and new one.

Also the Input and expected output so that, easy to build a workflow and verify it works as per your expectation.