It would be great if there was a restriction we could put in place so users were unable to change a status to something if there weren’t required columns completed.
We are trying to prevent sales agents from marking a deal as closed, or won, which then notifies a separate team, if certain fields of data are missing. Sort of like required fields in a Docusign. You can’t take this step if you haven’t completed this information.
Hello @Dmcgillic1,
I know you’re looking for a native solution, but if you’re open to trying a 3rd party app, you might find out Column Changes Guard app useful.
This app lets you control how a status can be changed based on the values in other columns.
You can apply it to an existing column (so every change is validated and reverted if conditions aren’t met), or use the special status column introduced by the app, which will only display the permitted values.
If you have any questions or use cases that aren’t covered, feel free to reach out to us!
We found a workaround for this by using Monday workflows, the trigger for the workflow checks if there are values selected in the required columns if not it changes the status of the trigger column to “Missing Info” it also sends a notification to the user indicating what columns are required
This feature does exist, its called set label conditions, however it only exists in monday CRM and Service product.
This would be great to have in the Work Management product, too!!
The label condition would be a nice addition to the Work Management tool.
Whether you are using CRM or WM, you can still do this with native Workflows. If you don’t have Enterprise, you can even do this with Automations.
Here’s a simple example:
Let me know if you have any questions!
I have Monday CRM Pro and I don’t see this option. Does it need to be enabled somewhere?
This is a really important discussion. @DavidSchenkler, that’s a clever workaround for the problem.
However, @Jane Chen, you’ve highlighted the exact reason this is so frustrating for users—the native solutions can be confusing, hard to find, and don’t seem to work consistently across different plans like CRM Pro.
This gap is precisely why I’m exploring a new app. The goal is to provide a simple, universal “gate” that lets any user create rules like “Prevent status from changing to ‘Done’ unless these specific columns are filled,” without needing complex workarounds.
Since you’re both deep in the details of this, would either of you be open to a quick 15-minute chat? I’m not selling anything; I’m just a builder trying to validate that the simple solution I’m envisioning would genuinely solve this pain point.
