Hello. I have a board that new items are added daily by different people via a form. I need a method to tally (or count) the items (the left most column) from all the groups (only 3 groups) within the same board with the same name in order to then send out a notification when the item is repeated. If 2 items ever have the same name notify “abc”, if later-on a third arrives then now, notify “def”, and if a fourth eventually appears, notify “xyz”.
I have created a dashboard that counts exactly what I need and creates the ideal thresholds, but has no means of sending out automated notifications once those thresholds are met.
Any ideas or suggestions from the gurus?
How are you totalling the items? If you’re using a numbers column, we’ve done similar things in the past using an automation like this: “when number is greater than x, change status to y”. You can then use an automation to say “when status changes to y, notify [someone]”.
I’d be happy to jump on a quick call too if that would be easier. Let me know.
Hello, Thanx for your expeditious reply.
Currently totalling the items (name) column
using the pivot table and a chart in a dashboard.
A numbers methodology will not differentiate items with the same name in the left most column.
The ideal would be for the dashboard to include in “Benchmark Lines” a notification option once the threshold is reached. Another option would be some kind of Formula that counts duplicates in the item column or in any column for that matter.