How can I change a status column based on a result of another Formula column?
Thank you
Hi Liran,
Unfortunately you can’t use Formula columns in automations.
You can use a 3rd-party app, the Advanced Formula Booster to create formulas that can write to any type of columns. It has many advantages like being able to modify various columns in one formula. In this case, you could calculate your original result (the one that you currently calculate in your formula column) and in the same formula update your status column.
Thank you very much for answering !
I’ve just installed the app and trying to work with it, though we are a non-profit human rights organization and we prefer to find free tools to help us out.
What I actually need, is to create a board out of a template, in the condition of 3 things.
- Status column X is NOT “option A”
- Status Column X is NOT “option B”
- Column Y which is a checkbox column - is checked
The formula I’ve written is
IF(
AND(
{Activity Type} <> “Tour”,
{Activity Type} <> “Lecture”,
{Contact List}
),
“Create”,
“”
)
It works great and populate the Formula column correctly with “Create” when it should.
I just don’t know how to convert the result into creating a board out of it.
Maybe you can suggest me with an out-of-the-box thinking, and help me find another way to create that board?
Thank you again!!
Hi Liran,
Please contact me through the in-app ticket system for the pricing issue. Not a problem.
As far as creating a board, you can use an automation.For instance, you could use:
When Column Changes and Column is not empty, Then create a board from template.
Now, depending on what column you chose to write “Create” to, you may have other options. For instance, you could use a Status column where “Create” is a status. Then you could use
Again, if you need help with anything, don’t hesitate to open a ticket within the app.
Thank you again for your help,
I wrote you through the ticket system within the app. I hope it gets to you.
As for your suggestion, I can’t see how this can help to solve my problem.
I need to create a board only in if the following 3 conditions are met:
- Status column X is NOT “option A”
AND - Status Column X is NOT “option B”
AND - Column Y which is a checkbox column - is checked
THEN
Create a board out of template
Your suggestion can’t get us there, and therefor I wrote the formula:
IF(
AND(
{Activity Type} <> “Tour”,
{Activity Type} <> “Lecture”,
{Contact List}
),
“Create”,
“”
)
Which helps to give the result of “Create” when the 3 conditions are met.
I just don’t know how to use the result in order to create a board.
Any ideas?
Thank you!!
Hi Liran,
Let’s say you create a Status column with a label called “Create Board”
In the Advanced Formula Booster, create this formula that I called CreateBoard.
The formula will check if your {Status X} column is different from “Option A” and “Option B” (replace with Tour and Lecture) then if the Checkbox is checked, it will assign “Create Board” to the Status column we discussed above.
Now in monday Automation Center, create 2 automations:
The first one, when Status X changes then Run CreateBoard formula.
The second one: When Status changes to Create Board, Then create a board from template.
Workflow
The user changes {Status X} to Option C. This triggers the first automation therefore the formula. If the checkbox is checked, the formula updates {Status} to “Create Board”. This then triggers the 2nd automation and your new board gets created.
(You may want to add a 3rd automation When Checkbox changes Then Run CreateBoard formula).
Hope this helps.
1 Like
BOOM!!
This looks excellent. I will try to build it and report back to you!
Thank you so much!
Have you seen my message through the in-app?
Liran
Yes! Let’s follow up on the conversation there to not swamp the community with messsages. Glad to be able to help your organisation out.