Using Conditions in Workflow to alert when quantity doesn't match
Hi all,
I am trying to figure out how to set a workflow to alert a contact in a contact cell when a "qty recd is less than "qty on order". Ideally I would love an email to kick out that says Your qty rec'd is less that qty on order, but I cant seem to figure out how to finagle the workflow. Under conditions I have selected "Where QTY RECD is LESS THAN, but it makes me enter a value. Is there a way to create a workflow that kicks out this email when qty recd is less than qty on order? Or do I need to create a hidden column that has some formulas and set it to say if "this column" is more than 1. send this email? ideas?
Answers
-
You would need the helper column. I generally use a checkbox column for something like this with a straightforward IF statement to check the box when the one is less than the other. You can then set up your automation to run based on the box being checked.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.6K Get Help
- 403 Global Discussions
- 215 Industry Talk
- 455 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 136 Just for fun
- 56 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 296 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!