can I get a category field to update based on value in calculation field?
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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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 = MEDIUM3. 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 -
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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