can I get a category field to update based on value in calculation field?

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Kristian Bøgh

• June 14, 2017 14:06

Hi everyone.

 

As the title says; I am looking for a way to automatically select the right category depending on the value in a calculation field.

It's like this: 

The calculation field contains an integer value from 0 to 15.

There are three categories; LOW, MEDIUM and HIGH.

LOW should be selected on values from 0-5, MEDIUM from 6-10 and HIGH from 11-15.

 

Can this be done?

Thanks

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  Kent Watson

  • June 16, 2017 08:35

  Hi Kristian,

   

  Something like that would need Globiflow, but you would also need Globiflow to do the calculation.  You can't do anything like that with only Podio

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  Kristian Bøgh

  • June 16, 2017 08:37

  Thanks, Kent. I'll look into that! :)

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  Kent Watson

  • June 16, 2017 11:12

  If you have Globiflow and need some help let me know

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  Rainer Grabowski

  • June 16, 2017 17:44

  Hello Kristian,

  there are 2 options how you can achieve what you want.

  Option 1 is completely w/o Globiflow, it uses the Podio Flows (= the pure Podio solution).

  Option 2 is a mix of Podio Flows and Globiflow. cause even if you use Globiflow, you need Podio Flows to trigger a change in the calculation field.

  In both options you can keep the calculation field, it's not necessary to replace it by a number field and let Globiflow calculate it. 

  Option 1: 
  Instead of 1 caclulation field you need 3, which can be made "always hidden". Create a forth calculation field which shows the current value, but which isn't necessary for the flow. 

  In calc field 1 to 3 add the same calculation, the result should be the same in all fields. Then add a new line (as last line)
  in field 1: result < = 5 ? result : "";
  in field 2: result > 5 && result <= 10 ? result : "";
  in field 2: result > 10 ? result : "";
  
  Now create 3 Podio Workflows
  1. When item is updated 
  and field 1 changed
  update this item
  category field = LOW
  
  2. When item is updated 
  and field 2 changed
  update this item
  category field = MEDIUM

  3. When item is updated 
  and field 3 changed
  update this item
  category field = HIGH
  
  That's it.
  
  Option 2:
  You need your existing calculation field only.
  Then a Podio Flow:
  When item is updated 
  and calculation field changed
  create a comment: "[System] calculation field changed" 
  (You can take any text but it should be unique so its normally not written by a user).
  Now the Globiflow part:
  Create a flow in that app:
  Trigger: When comment created
  Filter:
  IF Triggering Comment is equal to "[System] calculation field changed" 
  AND custom field:  [(Item) Calculation field] != null
  Action: 
  create a custom variable, name it e.g. "categoryValue" and enter: [(Item) Calculation field] <= 5 ? "LOW" : ( [(Item) Calculation field] > 5 &&  [(Item) Calculation field] < = 10) ? "MEDIUM" : "HIGH"
  
  update this item
  field Category = Value [(Variable) CategoryValue]
  
  The parts in [] are the field tokens you can pick from the token selector in Globiflow. 
  
  Rainer
  
  

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  Kristian Bøgh

  • June 20, 2017 13:13

  @Kent - Thanks, I'll reach out if needed :)

   

  @Rainer - Thank you! I've just tried a light version of the "Podio only" option, and it seems to be working! Thanks! :)

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  Jan-Niklas Mühlenbrock

  • April 11, 2018 11:40

  This seems to be the right workflow for me as well but I constantly fail to to the "AND IF" trigger. I am not able to do the "and field 1 changed" thing. My category field is the only available option.

  Has Podio depreciated this option?

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  Rainer Grabowski

  • April 12, 2018 15:59

  Category fields are the only option for filter conditions in Podio Flows. The "real flow machine" for Podio is Globiflow. It increases tenfold the power of Podio. 

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  Vincent Paul

  • January 03, 2022 04:55

  Trying to get this to work with Months...hasn't worked following Rainer's steps on this one.

   

  I found a way to strip a month from the date field into calculations so it reads "Oct"

  I'd like to match the categories field with the Calculations field.  

  i.e. when Calculation = Oct ..... then match Categories updates to "Oct"

   

  Any ideas on how to do this?

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  Rainer Grabowski

  • January 03, 2022 15:13

  Hi Vincent, 
  it depends on your process. Can you please describe your flows (or add screenshots)?
  Rainer

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