Automation

I'd like to create an automation to send a notice to a coordinator when days worked are within 2 days of Days allowed to work. I'd also like to add a conditional format that highlights the row. Please help.

Best Answer

  • AKnight
    AKnight ✭✭✭✭
    Answer ✓

    Hi @LHurley!

    Assuming 'days worked' and 'days allowed' are the column names, you can set up a helper column with a formula like so,

    =IF([days worked]@row + 2 = [days allowed]@row, 1, IF([days worked]@row - 2 = [days allowed]@row, 1, 0))

    This will allow you to see if the days worked are +/- 2 days from days allowed. From there you can set up an automation where if the helper column changes to 1, send a notification to the coordinator. You can also use conditional formatting to highlight the row if the helper column is 1.

    Hope this helps!

    Let's connect!

    www.linkedin.com/in/ashleylknight

Answers

  • AKnight
    AKnight ✭✭✭✭
    Answer ✓

    Hi @LHurley!

    Assuming 'days worked' and 'days allowed' are the column names, you can set up a helper column with a formula like so,

    =IF([days worked]@row + 2 = [days allowed]@row, 1, IF([days worked]@row - 2 = [days allowed]@row, 1, 0))

    This will allow you to see if the days worked are +/- 2 days from days allowed. From there you can set up an automation where if the helper column changes to 1, send a notification to the coordinator. You can also use conditional formatting to highlight the row if the helper column is 1.

    Hope this helps!

    Let's connect!

    www.linkedin.com/in/ashleylknight

  • LHurley
    LHurley ✭✭✭✭