Greetings! I’ve created a formula column (labeled “Reorder At”) that calculates when our “Current Inventory” column is equal to 20% of the “Quantity Needed” column. I’m looking for a way to make monday.com automate an email and/or a move to the “Need to Order” group when the counts fall at or below 20%.
It doesn’t look like the software is sophisticated enough to know how to do this yet, so I’m wondering if anyone knows a workaround for this. Thanks!
Hi Channing,
You could use a 3rd-party app, called the Advanced Formula Booster for this. It allows you to create formulas that cast to any column, (it doesn’t use the formula column at all).
You could create a formula that would calculate your ratio then check if it is above 20%. If not, you could get it to move the item to a special group and/or notify someone:
The message of the notification could be improved and even include the name of the product and any other data like current stock, etc.
Thanks, Giles!
I’ll attempt this and come back to update everyone.