Auto-assign person to role in monday.com board using VLookup

Assign person to a role in monday.com using VLookup.

To get started, you’ll need to;

  • Install VLookup Integrations in both the source and target board

Go to your “source board” → Integration center

Search for VLookup → install integration

If your trigger is via automation, you need to install “when item is created (using form or automation”…”

If you are adding by hand, you need to install “when a column value changes, automatically update changes in linked boards“.

  • Install VLookup Edit View in both the source and target board.

Go to the “source board”→ click on the + icon located right below your board’s title.

  • Create a repository board with a peecolumn and drop-down or status column and create items matching between a person and a drop-down selection

 

  • Add VLookup recipe to your target board.

Connect the repository board with the board you have your form using VLOOKUP.

 

See it in action!

 

This app is free to try and $35/month to fly

Real people, real answers, real support.

We are here to serve. Whether your question is big or small, we’re here to support you every step of the way.

Related Post

Leave a Comment