Within the Monday.com CRM, Deals tab I have created three columns of “Close probability”, “Top Project” and “Formula”.
I have tried this following formula on the “Formula” tab on the 100% selection but it populates the “Formula” column with a number 5 and does not give the “Top Project” any star rating.
IF({Close Probability}=“100%”,{Top Project}5)
What I want to automate is the following:
When “Close probability” is 100%, rate “Top Project” with a 5 star rating
When “Close probability” is 75%, rate “Top Project” with a 4 star rating
When “Close probability” is 50%, rate “Top Project” with a 3 star rating
When “Close probability” is 25%, rate “Top Project” with a 2 star rating
When “Close probability” is 0%, rate “Top Project” with a 1 star rating
Hello @cphillips
The Formula column can only calculate and display values. It can’t update another column or set a Star Rating, which is why you’re seeing “5” in the Formula column instead of stars in Top Project.
To do this, you’ll need automations.
Create automations like:
When Close probability changes to 100% set Top Project to 5
Repeat for 75%, 50%, 25%, and 0%
If you’d like hands-on help or want us to walk through this live, you can book a 1:1 paid 60-minute strategy session with our team here: Calendly
In Monday CRM, Formula columns cannot be used as a trigger or target in automations, which is why “Top Project” doesn’t appear as an option if it’s a Formula or Mirror column.
How to fix this
You’ll need Top Project to be a Status column (not Formula), and then use multiple automations based on the Close probability value:
When Close probability changes to 100% → set Top Project to
When Close probability changes to 75% → set Top Project to
When Close probability changes to 50% → set Top Project to
When Close probability changes to 25% → set Top Project to
When Close probability changes to 0% → set Top Project to
Unfortunately, there isn’t a single automation that can handle this logic dynamically — it has to be done with separate rules.
If you’d like hands-on help or want us to walk through this live, you can book a 1:1 paid 60-minute strategy session with our team here: Calendly
I am familiar with needing to create multiple automations, but how do I convert the “Top Project” column from a “Formula” column into a “Status” column?
I am familiar with creating a new “Status” column as shown within the below screen shot but there are no options within this status option for a “Top Project” or any other rating types.
You can’t convert a Formula column into a Status column in monday.com. Formula columns are read only, and their results can’t directly update a Status column or be used as a native automation trigger.
The workaround is to create a new Status column and recreate the same logic using automations based on the underlying columns (checkbox, numbers, dropdown, etc.). If you truly need the formula result to write into Status, you’ll need a marketplace app or an external integration (Make/Zapier) to copy the value into another column first.
If you’d like hands-on help or want us to walk through this live, you can book a 1:1 paid 60-minute strategy session with our team here: Calendly
Hi @cphillips
Ensure you mapped the the right column
I think its showing error as the column is not correct. In my column, p is in lower case.
When you open the curly brace it will show the suggestions. Choose your column from there.
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hellotimi
(David Kalu (Formula Pro - Use formula column results in automations!))
12
Rewrite your formula to use SWITCH instead of IF branches as it makes it easier to read: SWITCH({Close Probability}, "100%", "5", "75%", "4", "50%", "3", "25%", "2", "0%", "1", "0")
The new formula uses a SWITCH function to evaluate the {Close Probability} column and returns a corresponding numerical rating based on the given percentages. If none of the specified percentages match, it returns “0”
Updating the ratings with the formula result when the close probability changes requires using a custom recipe built into an app we built, Formula Pro. You can find it on the monday marketplace, and there’s a free tier to get you started.
I have loaded the app, added the app to the specific “Deals” board and rewrote the formula.
The formula appears to be operating correctly per the below screen shot, but I can not determine how to write the automation shown in your example using “Rating Formula” or “Rating”. These two classifications are not available to select. Is an alternative app needed for the automation?
Formula is created and I am still having the same issue of the rating will change dependent on the “Close Probability” but the start rating is still not changing.
