Assigning a mirrored column person when a Status changes

Hello Monday Community,

I am working on a custom solution whereby my client does not want any third parties in their Monday application.

REQUIREMENT
Notify a person from a Mirrored Person-column when a status changes automation.

It seems this feature is still not supported out of the box. What would be the best approach to tackle this?

Hello @brian.maina
You’re right. Automations can’t trigger from mirrored columns, including mirrored Person columns.

Best option is to sync it into a real column:

Add a normal Person column.
Use board-to-board automations to copy the value from the source board into that column.
Trigger your notification from the real Person column.

Dr. Tanvi Sachar
Monday Certified Partner, Monday Wizard

Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do they have?

Hello @Desiree McCarthy

They are on CRM on the PRO plan

Gotcha, then yes what was said above is correct. You’ll basically need to add a ‘helper’ column in the board you want it to trigger from. Then use a template automation to update that status when the mirrored status changes. Then an automation to notify a people column from the change in the ‘real’ column.

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Thank you Desiree
appreciated

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