Automation -Alert Someone

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Hello,

Can we add an automation if we add a value greater than a certain number, it will alert higher up managers?


For example, if 20 or greater is entered in to a cell, it notifies another person?

Answers

  • KPH
    KPH ✭✭✭✭✭✭
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    You can trigger an alert when a row changes and a particular cell changes value, then add a condition to only alert if the value in that cell exceeds your threshold.

    Or you can add a checkbox to you sheet with an IF formula to check the box if the value in the other column is greater than your threshold. Then you can trigger the alert if the box is checked.


  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭
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    Hey @ShannonJones820

    Add a helper column (a checkbox column will do) that checks the box if the value is greater than your desired value.

    Build automation that runs when the checkbox gets checked.

    In case you need guidance, your formula in the helper checkbox column would look something like this (I added the number 3 as a placeholder example. Replace the 3 with your number. Do not enclose the number in quotes). The 1 that follows the 3 is telling the checkbox column to add a checkmark or 'true' to the column when the value is greater than whatever number you insert for the 3

    =IF([column name of interested value]@row> 3, 1)

    Will this work for you? Do you need any guidance on building the alert that is triggered off the checkbox helper column?

    Kelly