Include formula columns in automation recipes

Hello! @brett-monday.com - Any estimates on a delivery date for this feature?

My use case is to send a reminder email/notification if a request of a particular type is made without sufficient lead time. I created a formula Days Until Due round(days({duedate}, threshold, 0)) to generate the comparison number logical comparison and hoped to say ā€œif Days Until Due < 3, send notificationā€.

Hi there! Unfortunately, this automation doesnā€™t solve for formulas because the formulas columns are not selectable.

Iā€™m trying to track us hitting a numeric goal, and once we reach 100%, then automatically change the status to done. This formula would be great if I could choose a second number column instead of ā€œvalueā€. Then I could say if Column A = Column B then change the status to X.

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Any update on this? Iā€™ve ran into this issue multiple times and Im considering finding a different software for this sole reason. It would be unfortunate because all about monday is awesome.

Thank you!

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Agreed. Not being able to include Formula Columns into automation recipes is a major shortcoming. Example use case:

Change Status when number of days to a deadline is 5. You need a formula to calculate the number of days, but then you canā€™t automatically change the status. As a result, the Kanban view canā€™t be used, because thatā€™s driven off a Status column.

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hi @andrewalmand !

your formula is very similar as I want to use it.
I just need to convert time tracking into a number column. so far I can do it with hours only as you described before. Can you help me the formula, which contains the value of: hours+minutes? like 3h30min = 3.5 in a number (if it is only available for text field, also fine, but iā€™m struggling with this formula for General Caster)

@Gabor

In the monday fx column, the formula to covert 3hrs 30mins to 3.5 (number) would look like this:

ROUND(DIVIDE({Column Name#Seconds},3600),2)

The function language for General Caster is different than monday(but the same as excel if I remember correctly). Admittingly I havenā€™t used GC but when I was Iā€™m certain I was able to achieve this, just takes some adjusting to the correct functions. Let me check and see if I can find the formula I used. Also you can learn more about the GC function language from these links:

Official Resource
General Caster Documentation

Additional Resources - Some of these might be out of date but these are the ones I learned on when I was using GC often.
Excel Functions
Php Spreadsheet Documentation
Php Office
Formula.js

Hi to all! I know that General Caster can help on this topic, but I belive this should be a built in feature in monday. Just a change of status depending on the result (value) of a formula column would be a game changer, imagine all the posibilities of having something similar to General Caster build directly in to monday.

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Friends, Itā€™s almost 2022, Will we ever have possibility to use a formula column in a recipe? Itā€™s crucial.
Thanks

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I need help with this as soon as possible! Formula columns should be able to work with Automations and all the widgets for dashboards. this is a BIG problem. Itā€™s hard to sell the importance of Monday & automation process for the whole company to the higher ups if I we we canā€™t track percentage of sales or ad spend percentages, to Goals widgets in Dashboards or notifications for when values from a formulation reaches a certain point (90% or .90)

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Itā€™s 2022!!!
Itā€™s crucial for all the users to have the possibility to use a formula column in a recipe in order to change status column.

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Also, looking for the ability to use automation on ā€œformulaā€ based columns. Is this on the roadmap?

Use case:
We track estimated and actual hours worked on contracts and use the hours based on billable rate to determine our burn rate. When we are within 75% of ā€œnot to exceedā€ limit weā€™d like to have a notification sent.

Hours * rate = total to bill
Total to bill / NTE * 100
when this hits 75% send a notification

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Yes, I use that but I also need to add a notification feature when it changes from one color to another.

While it is nice to have a work around identified in the General Caster tool, I believe this should really be a Monday.com native feature given how useful it would be. Even an internal workaround would be great!

How about allowing an automation to copy the value in a formula column cell to a number column cell? Something like when time tracking is updated, copy the value from my time remaining formula to a number column.

Then I could use that number column in automations.

This is just one idea of a work-around. Not ideal, but it would help.

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@melissav-monday.com @monday-moderators,

Still no news or ETA??

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Iā€™m new to Monday.com still trying to understand how it wants me to thinkā€¦, thought it would be cool to load my contacts and keep track of birthdays with a Kanban board. In order to see them coming ahead of time I created statuses as shown. I built formulas that take the birthday and subtract 30, subtract 7, etc. I hoped I could go in and select and automation (when it hits this date, change status to ____) to move the status when the date occurs but it appears the automation recipes donā€™t recognize my ā€œformulaā€ fields even though they are formatted for a date. Is there a better way to do this so it works without a bunch of manual entry? Thanks!

I figured it out. General Caster to the rescue! Custom Automations do not recognize monday.com formula fields as a date, however you can use a General Caster formula to cast the result to a date field - makes it all work.

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Did Monday.com implement the ability to update or change a status column with formulas yet?

I would like to be able to automatically set the value of a Status column based upon values in another column INCLUDING columns that are formula columns. I found the post found at the URL below, but for some reason it has been closed to further comment even though Monday.com has not delivered the feature requested.

Looking for this feature too. Itā€™s possible to change a status with a number, why not with the formula ?
Thanks for your feedback