Hello all,
I’ve read quite a few topics around this, but being rather inexperienced with Monday I’m finding it difficult to determine if what I want to do is possible or not (or possibly possible through some alternative method) that I thought it best to lay it all out and ask.
The scernario is that I have clients with set amounts of credits that need to be tracked. Requests come in to add and deduct credits from this total. I have a set of test boards to try and figure out how this can work:
Board number 1 is requests. These have an ‘add credits’ and ‘deduct credits’ column, and a list of clients in a Status column:
When the status is changed to Client 1 (for instance), an automation creates an item for the request on another board that lists all the requests for Client 1:
I then want to have another board that lists the credit totals for each client. This board has mirror columns for deductions and additions from each of the client boards, and a column with a simple formula for the new total:
The column is connected thus:
Each item is connected to the respective client board, and the addition/deduction fields contain the sum of the respective columns in those boards:
The one difficulty I have is that when a new request is created, an administrator would have to manually tick each new item to add it to the total:
This might actually still be simpler than what they’re doing currently, but I would like it to be automatic if possible. So my question is… is this possible?
As I said I’m quite new to Monday, and this way of doing it was just what seemed logical, so if there are alternative methods I’m open to trying.
