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Automation on Sheet Summary Fields

Workflow/automation based on sheet summary fields.

One scenario - count of all cells, send a warning if the sheet is close to max.

(Do not want helper column as that increases the count.)

11
11 votes

Idea Submitted · Last Updated

Comments

  • Jake Gustafson
    Jake Gustafson ✭✭✭✭✭✭

    I would like to see this. I have a scenario where a user wants to send reminders when a sheet entry (from a Form) has not been made for that day (reminder at noon). Since no row record exists, it's hard to do. But with a Sheet Summary formula for 'entries from today' we'd have either a value of 0 or greater than 0. Then an automation could be run based on noon each day, if the Summary Field is equal to 0, send e-mail.

    I've got a plan for a workaround, but that's going to include creating another sheet (summary sheet), which at this time is not really needed for anything else.

  • Tim Starkey
    Tim Starkey ✭✭✭✭

    Could not agree more. I would upvote a 100+ if I could. In general Sheet Summary fields are a powerful opportunity that is not being utilized. I know this idea is specific to automations, and I strongly upvote that.

    But there are so many situations where I only need one data point (today, first/last day of month, most recent row modified date, etc.), but the default work around is a 'helper column'. I have so many helper columns in my template its becoming unwieldy... and I am sure its not helping the speed.

    Example helper columns in my sheets where it is storing only ONE PIECE of data for the entire columns: Today helper, Project Director Helper, month 1 start day, month 1 end day (another 10 columns months 2-6 for financial projections), Contract Number Helper, Project Name Helper, Client Helper, Assigned Accounting Helper, Global last modified helper, and I think 5 or 6 more... its like 20+ helper columns, all running redundant formulas for one peice of data... I would gladly move this all to summary data... but its not very helpful there.

    Can't do global updates to sheet summaries from control center

    Can't run automations from sheet summaries

    Can't use workflows from sheet summaries (without more helper columns)

    I know its one idea per post... so I'll search the idea posts and see if these other use cases are covered as well.

    Thanks!