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Working with document workflows > Promoting cells in Excel

Promoting cells in Excel

To promote a field in Excel for use on a workflow, you must first define the name of a cell and then promote it.

1. Right-click a cell, and then click Define Name.
2. In the Name box, enter a name for the cell. Click OK. After defining the name of the cell, follow the steps below to promote the cell value to SharePoint list.

   Note: Steps 3 to 5 below have to be completed twice--once for the Division field and again for the field.

3. On the File menu, and then click Info.
4. On the right, click Properties and then click Advanced Properties.
5. On the Custom tab, enter a name in the Name box, and then click Add.

   Note: Ensure that this name is identical to the column name you create in the SharePoint list ("Division" is the column name created in the SharePoint list).

6. Select the Link to context check box. In the Source box, select the name of the cell value. Click OK.

   

7. Save and upload your document to SharePoint.