Our team has a shared board where different People have their own Status column and update it according to their work.
Once we have 2-3 Approved status’ we then require a manual review of the Overall Status column. I would like to automate the change in the Overall Status based on Approvals in others and then notify those team members (people columns) that such a change was made.
Is this feasible? I’ve tried automations and formulas and just haven’t figured it out.
GCavin
(Gilles Cavin - Reinventing Formulas in monday.com)
2
Hi JC,
Can you share a screenshot of your setup? People are… items, sub-items? Where is the Overall Status column in that board?
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Where In Charge, Buyer, and EHS all correlate to the status columns below for Supply Chain, QA, and EHS. The Vendor Status column is the one I’d like to automate once the other three are all “Approved”. And alternatively I would like to be able to automate other outcomes e.g. Rejected, in a similar manner.
GCavin
(Gilles Cavin - Reinventing Formulas in monday.com)
4
I am still not too clear on the relationship between the people columns and the status columns and if you want to automate this relationship. But if you want to automate the vendor status based on the other 3 statuses, this is relatively easy.
You should be able to achieve it with 3 automations like this one:
You’d also need to set up When Status 2 changes…, When Status 3 changes…
Is this what you were looking for?
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