Automations using Conditions

MGreenPKWY · 04/25/22

Hello everyone. I am trying to create a useful automation for an inventory sheet. On the Sheet I have columns "Qty on Order" and "Qty Rec'd". I am trying to create an automation that will alert me if Qty Rec'd is less than Qty on order. How would I go about that?

If I set a condition "Qty rec'd is 'less than'", it wants me to enter a quantity instead of less than Qty on order.

Any ideas?

Kevin Smith · 04/25/22

Ha, good catch, if blank is not considered less. then I would put an IF statement around the whole thing. With this formula, I made the assumption that zero and negatives are legitimate possibilities. If not, you can use <> or '>' with a number.

=IF(ISNUMBER([Qty Rec'd]@row), IF([Qty Rec'd]@row < [Qty on Order]@row, 1, 0))

Kevin Smith · 04/25/22

This is just one way to consider. I like to use a check box column with a column formula to keep it safe from accidental use.

Create a check box column. Insert this formula =IF([Qty Rec'd]@row < [Qty on Order]@row, 1, 0)

Then your automation would just be using the If Rec'd Less is checked condition to see if the condition is true and then perform the automation you wan.t

I hope that helps.

MGreenPKWY · 04/25/22

https://community.smartsheet.com/discussion/comment/327256#Comment_327256

I love this however... it automatically checks it if the Qty Rec'd is blank. Am I doing something wrong?

Kevin Smith · 04/25/22

Ha, good catch, if blank is not considered less. then I would put an IF statement around the whole thing. With this formula, I made the assumption that zero and negatives are legitimate possibilities. If not, you can use <> or '>' with a number.

=IF(ISNUMBER([Qty Rec'd]@row), IF([Qty Rec'd]@row < [Qty on Order]@row, 1, 0))

MGreenPKWY · 04/25/22

https://community.smartsheet.com/discussion/comment/327279#Comment_327279

This worked perfectly!!!! Thank you!

Kevin Smith · 04/25/22

My pleasure!

Automations using Conditions

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