Budget Tracking

Alec Reisberg

Hi,

I'm trying to put together a budget for change orders and I want to have the value of the "total" cell of the change order show in a "remaining" cell if "NO" is selected from a drop down. I have been messing with the automation for an hour and I just can't figure out what the formula needs to say to show the value. Please help!

Thanks,

Alec

Andrée Starå

Hi @Alec Reisberg

I hope you're well and safe!

Can you share some screenshots of what you got? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Alec Reisberg

@Andrée Starå Please see below. If "accounted for" is a "no", I wanted the same value from the amount column to be shown in the "remaining" column. I've also included a screen shot of the workflow. Thank you!

Andrée Starå

@Alec Reisberg

Happy to help!

You can't add formulas to the Change cell value option. It would have to be a formula in the cell instead.

Try something like this.

=IF([Accounted For]@row = "No", Amount@row, "")

Did that work?

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Alec Reisberg

OK, we are getting there! When I input the formula by itself, it works! But when I put it into automation, it adds an apostrophe before the "=", so it doesn't work. I'm going to fill the whole column with the the formula to make it work. Maybe it just doesn't work on automation??? Thanks!