I’m new to Monday, but not new to technology in general. I’d classify myself as one of those folks if you point me in the right direction, I’ll figure out what I need to figure out.
Here is what I’m trying to do. A client of mine has Contacts board that lists the names of people that use their product in a specific manner. They are wanting to track issues that these folks may be having with the product.
I’ve created the new board (Problems) in a new Workspace. This board pulls the Firstname Lastname from the main column in the Contacts board. (I don’t think it’s relevant, but I am showing a few other columns from the Contacts board in Problems.)
What I’d like to do is create a Column in Contacts that will count the number of times that the person shows up in the Problems board with a Status of Resolved or Other. I have current automation’s that move the item to the Resolved table in Problems. Now I just need to figure out how to create the column in Contacts (which is in a different Workspace) that would count the number of times the person shows up in Problems but only in the Resolved table.
An example:
Bob Smith has an entry in the Contacts board.
In the last 2 months Bob has had 2 entries added to Problems (different Workspace) and the Status Column for those entries have been marked Resolved.
When someone views Bob’s entry in Contacts, it would have a Column called “Issues” that counts the number of entries Bob has in Problems.
Is that possible? Is there a way to search for data in this manner with Monday? In my limited Excel experience, I think I could do it there with COUNT or VLOOKUP, (or something similar.) Is this possible in Monday?
Could someone point me in the right direction?