Hi - I have a people column which can have multiple names. Let’s call this column Project Leads. I want to split this people column into two categories so that one set of Project Leads goes into Product Leads and another goes into Sales Leads. There is a mapping between people and whether they are a Product or Sales lead. How can I get this done?
For instance, the Project Leads column has three names: Joe, Harry and Sam. I want Joe and Harry to go inside the Product Leads column and Sam to go into the Sales Leads column.
GCavin
(Gilles Cavin - Reinventing Formulas in monday.com)
2
I have a separate users board that contains mapping between a user their role (eg whether a person is a product or sales lead) and their level (eg whether they’re a manager or a director). And then I have a separate board which has various initiatives and Project Leads assigned to them. I want to be able to split the Project Leads column into Product Leads and Sales Leads without going through the manual activity of doing it for 500 initiatives
GCavin
(Gilles Cavin - Reinventing Formulas in monday.com)
4
Ok, so this is a one-time thing to get your board cleaned?
Not a one time thing since we get multiple new initiatives every week. Each new initiative has a Project Leads column (which can have 2-3 names), which I would like to split into the Product Leads and Sales Leads columns. Also, sometimes the people names in the Project Leads column may get updated so I would like the Product Leads and Sales Leads columns to also get updated.
Therefore, I want to build two columns - Product Leads and Sales Leads - and I want them to be auto populated based on the Project Leads column for all my historical, current and new initiatives
GCavin
(Gilles Cavin - Reinventing Formulas in monday.com)
6
Hi Ayush,
Not an easy task but it can be done with the Advanced Formula Booster, the 3rd-party app that revolutionizes formulas in monday. Among other unique features, the most important ones for this use case:
the ability to read values in other boards (here the formula that runs in the Project board is able to read values in the User Board).
the ability to cast the results to any type of column (here it writes to 2 People columns)
the ability to output to more than 1 column (1 formula updates 2 columns and therefore you can use a single automation).
Demo
Let’s say you have this user board with a status column indicating if users are Product or Sales Lead.
Thank you for the guided answer, Gilles. This is exactly the automation I need.
Unfortunately, our team doesn’t have the budget for new add ons. Is there a way to do this natively in Monday? I’m able to use the mirror column functionality in Monday, and of course, have multiple automations running. Perhaps I will need to a manual mapping from project leads to product and sales leads for my historical and current initiatives and then add an automation for new initiatives? would that work?
GCavin
(Gilles Cavin - Reinventing Formulas in monday.com)
8
I don’t believe there is a way to do this natively, but I can’t say for sure.
but it can be done with the 
