Automate adding name to "closed by" column

Platform discussions Special workflows & use cases
1

Hi! I have set up quite a few automations in my Ticketing board, so that things automatically move or close, or time is set, according to what we select as a status. But I am wondering if we can do the same thing with filling in a name in the “closed by” column when someone chooses “Done” on a task. Basically, it would add whoever is closing the ticket (by changing status to “Done”) to the appropriate people/contact column (we have several). Is this something that is possible in Monday.com? Thanks in advance for ideas.

2

Hi @MaryV,

The Column Magic app has a recipe that does just that. I can also be used with custom automations:

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Jim - The Monday Man
Get Custom Apps, Integrations & Automations for monday

3

Hi @MaryV,

This can be created through a formula and Last Updated Column:

  1. Add the Last Updated Column
  2. Make Sure to have the Status column Set Up
  3. Add formula column and then set this formula:
    IF({Status} = “Done”, {Last Updated#Name},“”)

This will produce the name of the person that selected done in text form. You can check this through the activity log of the item as well.

Hope htis helps. Looking for more great ideas? Be sure to follow AXANEXA on LinkedIn and you can always reach out here on our website!

https://www.axanexa.com/contact-us/

Cheers!

Mike B
Automation Architect

1 Like
4

Thank you, Mike, this is a great solution.

5

Could I also use a variation of this to record in a separate column who entered the item? AND could it work whether someone directly typed it in, or entered it through a form?

6

Hi Mary,

For items created, you would use the same formula but essentially exchange the last updated column with created column which is also a system column.

For form submissions that’s a bit more tricky, if all of your users are Monday licenses holders that submit forms and they are logged in, the creator column will work. However, forms can be accessed from anywhere so that difficult to count on. I would choose one of the following:

  1. Use a people column and name it creator and have the person submitting choose their name. (Only works with permissions granted to the board).

  2. Email column can be added and they put in their email for ease of follow up.

Hope this helps!

Mike B
Automation Architect

1 Like
7

Thank you so much, Mike. Can I use BOTH the “last updated” column AND the “created column”?

8

Hi There!

As long as you parse out the formula to do that I believe you can show both or have two formula columns for each dedicated data.

But you are on the right track with the versatility!

Cheers!
Mike B