Hi!
We use a Formula column in our Monday CRM boards to generate a lead/client score based on sensitive financial data stored in hidden Text columns (only visible to board owners). This allows us to grade leads without exposing sensitive details to the entire sales team.
However, weâve discovered that since the sales team members canât see the hidden columns, they also canât see the Formula columnâeven though itâs set as viewable to all. This seems illogical, as the Formula column itself doesnât display the sensitive dataâonly the resulting score.
Ideally, board permissions should allow the Formula column to remain visible to all, regardless of whether it references hidden data. Would love to hear everyoneâs thoughts on this!
Thanks!