How can I get automation to send alert when one column is less than another column
I have values in my inventory column that fall below my minimum order quantity column. How can I set up an automation to alert me when the inventory column falls below the minimum order quantity column
Best Answer
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@Tracy Ashton It's something like this:
Create a new column to be used as a flag (I usually set this as a checkbox column). I"m calling mine [Below Minimum] in this example.
In my example the other two columns are [Inventory] and [Minimum Order Quantity].
Then place the following formula in the [Below Minimum] column.
=IF(Inventory@row < [Minimum Order Quantity]@row, 1, 0)
So, when the inventory is below the minimum then the checkbox gets checked.
Create an automation to notify someone that is triggered when [Below Minimum] changes to IsChecked. Once everything is working as you want, you can also hide the flag column so that other people don't get confused by it. It will still work while hidden.
Let me know if this works for you 😃
Answers
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I hope you're well and safe!
You'd need to add a so-called helper column with a formula to check it, and then that would trigger the Alert.
Make sense?
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Is the helper column an iferror statement?
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@Tracy Ashton It's something like this:
Create a new column to be used as a flag (I usually set this as a checkbox column). I"m calling mine [Below Minimum] in this example.
In my example the other two columns are [Inventory] and [Minimum Order Quantity].
Then place the following formula in the [Below Minimum] column.
=IF(Inventory@row < [Minimum Order Quantity]@row, 1, 0)
So, when the inventory is below the minimum then the checkbox gets checked.
Create an automation to notify someone that is triggered when [Below Minimum] changes to IsChecked. Once everything is working as you want, you can also hide the flag column so that other people don't get confused by it. It will still work while hidden.
Let me know if this works for you 😃
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I saw that Anelise answered already!
Let me know if I can help with anything else!
✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you so much
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You're more than welcome!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Can someone help me I'm trying to do this but with different columns - and it's not working.
=IF(PO Amount@row > [Invoice Amt]@row, 1, 0)
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Hey @dstej
When you reference a column with spaces or numbers, make sure you wrap that name in square brackets:
[PO Amount]@row
An easy way to build formulas and make sure you're typing them correctly is to click on the cell that you want to reference as you're building it! 🙂 This will ensure the column name comes into the formula spelled correctly and referenced with the right brackets.
Try:
=IF([PO Amount]@row > [Invoice Amt]@row, 1, 0)
Cheers,
Genevieve
Need more information? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
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Thanks! I actually used ChatGPT and after one failed attempt I was able to get it working with assistance from ChatGPT.
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