Automation or report reminder?

Drea Mora

Hello,

I have a grid sheet that is documenting all the patients that get free goodies from my clinic during visits. I'm not allowed to give each patient more than $70 in goods a year. I have conditional formatting to notify me that a patient has approached $60 for the year and their patient ID turns red but I'm hoping to set up an automation that will email us when we've reached that threshold. Is there any way to do that?

Paul Newcome

You would set your trigger for when that column changes to any value and use a condition of that column being over 60.