Recipe Examples

Real-world formula examples from Formula Pro recipes, with explanations and expected results. Inspired by common workflows from the monday.com Community Forum and real automation needs.

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monday.com-Specific Use Cases

Tracking Delayed or Pushed-Out Items

Recipe: When column changes, execute formula and project the result to column (Status or Text)

Use case: Automatically flag items as "Delayed" when the Current Due Date is pushed past the Baseline Due Date. Native monday.com automations can't update status based on comparing two date columns — Formula Pro solves this.

Formula:

IF(DATEVALUE({item's Current Due Date}) > DATEVALUE({item's Baseline Due Date}), "Delayed", "On Track")

Explanation: Compares Current Due Date to Baseline Due Date. If current is later, outputs "Delayed"; otherwise "On Track". Project to a Status or Text column. Pair with a "When column changes" trigger on either date column.

Example: Baseline = "2025-02-05", Current = "2025-02-12" → Result: "Delayed"

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Copy Parent Item Name to Subitem Column

Recipe: When column changes, retrieve the calculated value of formula column [parent item] and project the result to subitem column

Use case: Duplicate the parent item's project name (or any text) into a subitem-level column. Native monday.com doesn't support copying parent TEXT columns to subitems via automation — Formula Pro enables this.

Setup: Create a formula column on the parent that references the item name or source text. Use the "project formula column to subitem" recipe so when the parent changes, all subitems get the value.

Alternative: Use "When column changes, execute formula and project the result to subitem column" with a formula that pulls the parent's value (if your recipe supports parent context).

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CRM: Close Probability → Star Rating

Recipe: When column changes, execute formula and project the result to column (Rating/Stars)

Use case: Map a "Close Probability" percentage to a "Top Project" star rating for monday CRM. Common request for sales pipelines.

Formula:

SWITCH(TRUE,
  {item's Close Probability} >= 80, "5",
  {item's Close Probability} >= 60, "4",
  {item's Close Probability} >= 40, "3",
  {item's Close Probability} >= 20, "2",
  "1"
)

Explanation: Maps percentage ranges to star displays. Adjust thresholds to match your pipeline stages.

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Flag Items Not Updated in X Days

Recipe: Scheduled — Every day (or time period), execute formula and project the result to column

Use case: Identify stale items for follow-up. Community users often need "notification when item hasn't been updated in X days" — Formula Pro can compute days since last activity and project to a column for filtering or automation.

Formula: (Assumes an "Last Updated" Date column; adjust if using different source)

IF(TODAY() - DATEVALUE({item's Last Updated}) > 7, "Needs attention", "")

Explanation: If more than 7 days since last update, outputs "Needs attention". Use a scheduled recipe to run daily. Pair with board filters or notifications on that column.

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Budget & Line Item Totals

Recipe: When column changes, execute formula and project the result to column

Use case: Project budget tracking — when Price and Quantity change, automatically calculate line total and roll up to parent or summary column.

Formula:

{item's Price} * {item's Quantity}

Explanation: Simple price × quantity. For subitem rollups, use "When column changes, retrieve the calculated value of subitem formula column and project result to parent column" with SUM across subitems.

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Auto-Generate Item Codes

Recipe: When column changes, execute formula and project the result to item name

Use case: Generate consistent item names like #PROJ-2025-001 or TASK-{Status}-{Date} for traceability and reporting.

Formula:

CONCATENATE("#", {item's Project Code}, "-", TEXT(TODAY(), "YYYY"), "-", TEXT({item's Sequence}, "000"))

Explanation: Builds #PROJ-2025-001 from Project Code and Sequence columns. Adjust format to your needs.

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Portfolio Reports: Subitem Rollup to Parent

Recipe: When column changes, retrieve the calculated value of subitem formula column and project result to column [parent item]

Use case: Portfolio or project boards where parent items need aggregated subitem data (e.g., total hours, total cost, count of completed tasks). Common in portfolio reporting with subitems.

Setup: Subitems have a formula (e.g., Hours × Rate). Use the subitem→parent projection recipe so the parent gets the sum or selected value when subitems change.

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Cross-Board Reporting & Mirror Columns

Recipe: When column changes, execute formula and project the result to mirror column

Use case: Sync calculated values to connected boards for real-time dashboards. A common community request is to copy formula results to other columns and trigger automations — Formula Pro does both: project formula output to mirror columns on connected boards, and the projected value can drive downstream automations.

Setup: Source board has a formula column. Use the "project to mirror column" recipe so the result flows to the connected board's mirror column. Refresh the browser for multi-level mirrors.

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Technical Formula Examples

Due-Date Automation: Project Working-Day Offsets

Recipe: When column changes, execute formula and project the result to column

Use case: Set a due date based on working-day offsets (e.g., add 5 business days).

Formula:

TEXT(WORKDAY(DATEVALUE({item's Date}), {item's Number}), "YYYY-MM-DD")

Explanation:

• DATEVALUE({item's Date}) — Parse the date string into a date object

• WORKDAY(start, days) — Add N business days (Mon–Fri), skipping weekends

• TEXT(date, "YYYY-MM-DD") — Format as ISO date for monday.com Date column

Example: Date = "2025-03-09", Number = 5 → Result: "2025-03-16" (5 weekdays later)

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Timeline Shift: Add 14-Day Offset

Recipe: When column changes, execute formula and project the result to column (Timeline column)

Formula:

CONCATENATE(
  TEXT(DATEVALUE({item's Date})+7, "YYYY-MM-DD"),
  "+",
  TEXT(DATEVALUE({item's Date})+21, "YYYY-MM-DD")
)

Explanation: Creates a timeline 7 days after start and 21 days after start (14-day span). Adjust the +7 and +21 for different offsets.

For existing Timeline column:

CONCATENATE(
  TEXT(DATEVALUE(LEFT({item's Timeline}, 10)) + 14, "YYYY-MM-DD"),
  "+",
  TEXT(DATEVALUE(RIGHT({item's Timeline}, 10)) + 14, "YYYY-MM-DD")
)

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Work-Hour Calculator: Business-Hour Difference

Recipe: When column changes, execute formula and project the result to column

Use case: Calculate working hours between two datetime columns (e.g., 9 AM–6 PM business hours).

Formula: (Simplified; full formula uses NETWORKDAYS, TIMEVALUE, MEDIAN for partial-day handling)

((NETWORKDAYS(DATEVALUE({item's From DateTime}), DATEVALUE({item's To DateTime})) - 1) * (TIMEVALUE("18:00") - TIMEVALUE("09:00")) + ...) * 24

Result: Number of business hours between From and To datetimes.

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Location Extractor: Pull Address from Map Column

Recipe: When column changes, execute formula and project the result to column

Formula:

RIGHT({item's Location}, LEN({item's Location}) - FIND(":", {item's Location}, FIND(":", {item's Location}) + 1))

Explanation: Extracts the address portion after the second colon in monday.com Location column format.

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WhatsApp Link Generator

Recipe: When column changes, execute formula and project the result to column (Link column)

Formula:

CONCATENATE("http://wa.me/", LEFT({item's Phone}, FIND(":", {item's Phone}) - 1), ":WhatsApp")

Explanation: Builds http://wa.me/PHONENUMBER:WhatsApp from a phone column. Assumes format PHONENUMBER:Label.

Result: http://wa.me/15551234567:WhatsApp

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Conditionally Project Email Based on Status

Recipe: When column changes, execute formula and project the result to column (Email column)

Formula:

SWITCH({item's Status}, "Tim", "[email protected]:Tim Apple", "Jeff", "[email protected]:Jeff Amazon", "")

Explanation: Maps status values to email addresses. monday.com Email column format: email:Display Name.

Result: Status "Tim" → [email protected]:Tim Apple; "Jeff" → [email protected]:Jeff Amazon; else empty.

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Timeline Propagation: Sync Shifted Timelines

Recipe: When column changes, execute formula and project the result to column

Formula:

CONCATENATE(
  TEXT(DATEVALUE(LEFT({item's Timeline}, 10)) + 14, "YYYY-MM-DD"),
  "+",
  TEXT(DATEVALUE(RIGHT({item's Timeline}, 10)) + 14, "YYYY-MM-DD")
)

Result: New timeline with start and end dates shifted by 14 days.

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Workday Count From Timeline

Recipe: When column changes, execute formula and project the result to column (Number column)

Formula:

NETWORKDAYS(DATEVALUE(LEFT({item's Timeline}, 10)), DATEVALUE(RIGHT({item's Timeline}, 10)))

Result: Number of working days between timeline start and end.

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Project Formula Column to Parent Item

Recipe: When subitem is created (or formula column changes), project formula column result to parent item column

Use case: Subitem has a formula column; parent needs the aggregated or selected result.

Configure: Source = subitem formula column, Destination = parent text/number column.

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Project From Subitem Formula to Parent

Recipe: Project formula column in subitem to text column in parent item

Same concept as above — use the "Project formula column to parent" recipe and select the subitem formula column and parent destination column.