Emmanuel Katto Uganda : How do I automate comparing two columns and updating status, then notifying?

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Hi, I’m Emmanuel Katto from Uganda, Is there a way to set up an automation to compare two columns then notify if a condition is met?

For example:
Column 1: Quantity of product in inventory
Column 2: Threshold to reorder product

When Column 1 < Column 2 set status to reorder then notify purchasing team.

Regards
Emmanuel Katto Uganda

2

Hi Emmanuel.

There are two options you can use for this based on monday limitations.

For both options, you’ll stick with your two columns, as noted in your example:
Column 1: Quantity of product in inventory
Column 2: Threshold to reorder product

Option A uses a formula to return text showing you when it’s time to reorder, but doesn’t use any automations to send out reminders or change statuses (currently you can’t automation anything in a formula column):

  • Create a formula column and set it up using an IF formula that compares columns 1 and 2 and returns the text Reorder when column 1 is less than column 2: IF({Column 1}<{Column 2},“Reorder”,“OK”)

Option B uses automations to notify, but you’ll have to set up individual automations based on the thresholds you have for your products.

  1. Set up a dropdown column that contains your different product types, like Shirts, Hats, Pants, whatever, unless your threshold to reorder is the same for every product, then you don’t need to do this.
  2. Create the following automation recipe
    Screenshot 2024-06-21 at 9.33.55 AM
    Screenshot 2024-06-21 at 9.33.55 AM1740×1166 147 KB

    where 30 is your threshold and the dropdown labels are the types of inventory.
1 Like
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Thanks @Laura Katterhenry !

4

Hi @emmanuelkatto23 - while there is no native way to do this effectively in monday, this could be easily written in make.com to compare the values on change and notify the individuals only when needed. make.com does have a free tier and is usage based, so depending on the amount of action with the integration there may be no ongoing cost.

Happy to discuss this more where needed.

Thanks!
Mark