Limit status selection based on other criteria

Currently, when an item is in a specific group, there are instances where the available status options for that item should be restricted to specific choices. Let me illustrate with an example: in our setup, Group 2 represents a certain phase, and during this phase, the item’s status should only be allowed to transition to statuses 1 or 3. Status 4, on the other hand, is not applicable during this phase and should be prohibited.

My request is for an enhancement that would allow users to configure and enforce these limited status transition rules based on the group an item is in or other criteria. This would provide us with more control over our workflow and prevent unintended or inappropriate status changes.

Essentially, I would like to prohibit certain statuses within a column from being selected IF the item has a specific set of criteria.

I’ve tried to accomplish this with automations by having the item go back to how it started if a disallowed combination is selected. But I have had to create a large number of automations to accomplish this and there are conflicts.

I want to be able to set up rules for a column that are either based on the value of that column or other columns or groups or a combination of all 3.

I could really use this as well

So many of us.. its shocking its not a feature

Hey @merquiaga You can actually do exactly that using Workflow. It’s a native monday marketplace app, you can try it for free:

Workflow - monday.com Marketplace Workflow - monday.com Marketplace

Hello,

Our Column Changes Guard app is the ideal solution for controlling which statuses are available based on specific conditions.

You can configure transitions and set conditions that depend on other columns in your board.

Depending on your setup, the app can either:

  • Display only the allowed options to the user.

  • Show all options, but request any missing details when a status is changed.

If you have any questions or use cases that aren’t covered, please don’t hesitate to contact us, and we’ll be happy to help you.