Automation for Column Help

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I am interested in using the automation for our inventory. Currently we have our sheet set up with two columns Current Stock and Re Order stock. We are trying to have a workflow where if column Current re stock is equal to Re Order stock it send an email that its time to reorder this specific item. We are running into an issue with triggers where its asking for a specific number but we anticipate all the values being different.

Any guidance with this would be helpful!

Answers

  • Courtney S.
    Courtney S. ✭✭✭✭✭
    edited 06/07/24
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    If you have space to add a column, you could use a "helper" column that triggers the automation instead. For example, a column with a formula subtracting one column from the other: =[Current Stock]@row - [Re Order stock]@row

    Then make an automation to send an email when that helper column changes to 0.

    Or to be fancier, make a column with an IF formula. For example: =If([Current Stock]@row = [Re Order stock]@row, "RE-ORDER", "no action needed")

    And then set the automation to send an email when that helper row changes to the RE-ORDER message.