Is it possible to refer to a person assigned to an item, when creating an Update or Notification with workflows?
I can either refer to the user triggering the change or the item’s Creator ID (see below), but somehow I cannot refer to the People column itself. It is not possible to chose e.g. the ‘Owner’ or ‘Person’ assigned to an item.
A bit strange, as you have so many more options in automations?
Hi @Kas , the people column seems to be only referenceable for certain actions. So I’d say this is a feature request.
I have this need also. Here’s what I did to get around it, and something that I find I have had to use for a few things where it’s outside the scope of a workflow.
Create a column on your board (can be a hidden column) with a list of labels, A, B, C, D
Trigger: In your workflow, where you would want the update to be posted, instead of that action, add the action ‘Update status’ and select that new hidden column, for example to status A
Action: On your board automation, create the automation when status changes to A, post an update. In that update, you can tag a people column.
Continue along your workflow.
Tip: in your naming convention on the workflow action, "Trigger board automation [bla] and on the board automation "Workflow trigger - Name] or you can’t really tell if editing one is going to impact the other.
Hi @WLane, thank you for your reply and for that workaround
I was beginning to think about creative workarounds myself - after all, I am used to having to figure things out with automations - so this is a helpful step-by-step approach (and one I can imagine might be useful for other cases, now that I think of it).
However, it is disappointing that we have to resort to these “hacks” so soon, as I was hoping Workflows would be a little more robust. Maybe it will be in the future!
Hi @kasperhusted , I was in conversation with someone from the monday.com product team as I have an idea they were asking questions about. It sounds like they are collating feedback and ideas for a big release/update. If you haven’t already, add it as a product enhancement on the community so it’s on their radar