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

Comments

9 comments

  • Rainer Grabowski

    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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  • Kent Watson

    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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  • Kent Watson

    If you have Globiflow and need some help let me know

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  • Kristian Bøgh

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

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  • Kristian Bøgh

    @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

    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

    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

    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

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

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