Hi,
i’d like to create a people column ( different from owner ) called “NotifyTo” and use that column in an automation. Whenever the status of the item change an automation notify to the people in that column the change.
Everything work fine, the automation is simple but i’ve a problem.
When i choose a people and set his name in that column he receive the notification that he is assigned to that ticket like when i put in the owner column.
Is there a way to differentiate the behavior of the two column?
I understand the challenge you’re facing with your Monday.com setup. You want to create a “NotifyTo” column that notifies a user upon status change without them receiving a notification as if they were assigned to the ticket. Here’s a solution to achieve this:
Step-by-Step Solution:
Create the “NotifyTo” Column:
Add a new People column to your board and name it “NotifyTo.”
Create a Custom Automation:
Go to your board and click on “Automations” at the top right.
Choose “Create Custom Automation.”
Set Up the Automation:
Configure the automation with the following steps:
Trigger: When status changes.
Action: Notify users.
Customize the Notification:
In the automation setup, select the “NotifyTo” column to notify the people listed there.
Customize the notification message to indicate that it’s an update rather than an assignment. For example:
“Status of [item name] has changed to [new status]. Please take note.”
Testing:
After setting up the automation, test it by changing the status of an item and observing if the user in the “NotifyTo” column gets the correct notification without being marked as the ticket owner.
Avoiding Owner-Like Notifications:
Ensure the “NotifyTo” column is used exclusively in your custom automation for notifications and not in other default automation that assigns ownership.
Example of Automation Configuration:
Trigger: When status changes from any to any.
Action: Notify [People Column] with “Status of [Item’s name] has changed to [Status].”
By doing this, the person listed in the “NotifyTo” column will receive a notification based on the status change but will not be assigned to the ticket, differentiating the behavior from the “Owner” column.
If you need further customization or if there’s a specific behavior you’re looking for, please let me know!
Yeah, as far as I know there is no way around this due to [frustrating] limitations with Monday’s People column configuration options.
Monday basically views all users added to any/every People column as task assignees—therefore, the item they’re added to appears on their My Work page. Here’s a feature request asking for that to be addressed; please upvote it.
This relates to my other huge gripe about People columns: the fact that you cannot add a user who does not have some degree of access to your board (i.e., all users you want to put in a People column have to be given some level of access to the board.)