How to design a shared workflow for validating Excel data and reusing it in main workflow?

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1

I’m working on an RPA assignment where I read data from multiple Excel files (CustomerBookings, FareDetails, CustomerDetails). I need to create a shared workflow that validates each booking record with rules like:

  • TravelDate must be greater than BookingDate

  • (Destination, Mode) must exist in FareDetails

  • MembershipStatus must be “Yes” or “No”

Then, in the main workflow, I need to reuse this shared workflow, process only valid records, calculate fields (GST, Discount, Final Fare), sort by TravelDate, and generate destination-wise Excel files with multiple sheets by Mode.

What is the best practice design for:

  1. Passing row data to a shared workflow and getting back validation status + error message?

  2. Handling lookups against other Excel tables inside the shared workflow?

  3. Structuring the main workflow so it stays clean and reusable?

2

Hi,

You can validate the data within the shared workflow, save the validated data to a file, and then use that file in another workflow by calling the shared workflow to perform further operations.