Many teams struggle with maintaining structured workflows in monday.com, leading to process errors, unauthorized changes, and incomplete data. Conditional Status Smart Columns solves this by enforcing workflow processes through complex conditional logic, ensuring that status updates follow predefined rules. It also enhances security by applying role-based permissions, allowing only authorized users to make specific changes.
Additionally, it provides data integrity by requiring all mandatory fields to be completed before progressing to the next step. With Conditional Status Smart Columns, teams can streamline their workflows, reduce errors, and maintain compliance effortlessly.
Step 1: Install Conditional Status Smart Columns
Step 2: Go to the Desired Board
Navigate to the board where you want to add the Conditional Status Smart ColumnsStep 3: Add Conditional Status Smart Columns
Select the column where you want the Conditional Status Smart Columns
Click the three dots (…) in the top-right corner of the column header.
From the dropdown menu, select + Add column to the right > More Columns.
This will take you to the Column Center. In the left menu, navigate to Installed Apps, then click Add to board to install the Conditional Status Smart Column.
Step 4: Configure Status column labels
Go to column settings to create and edit the status labels you’ll use as your workflow stages
Step 5: Now let’s start creating Conditions logic
Step 6: Select the label and apply conditions
Select the labels you want to add logic to. You don’t have to add conditions to all of them
Step 7: Mandatory columns condition
Add Mandatory columns condition. Select what are the columns that must be filled for the status to be changed.
When a column is not filled
Select the column that must be filled for the status to change.
Step 9: Click “Set Conditions” to save logic
Click on set conditions to save the logic applied to you status labels
Step 10: Let’s see it in action. Apply a status with conditions
Let’s see it in action. Apply a status with conditions.
Click on a status with the condition
Let’s take a look at the results now.
Condition of assigned person is not me
When a condition of assigned person is not met. The app will block users who are not assigned and do not have access to change the status.
When a mandatory field is not filled
When a mandatory field is not a field, logic governing mandatory fields will be activated.
The user will get blocked and will not be able to proceed. Linked automation will not be activated.
And will be able to add missing data
Click the Fill Missing Information button, an item view will open, providing you with a user-friendly interface that allows you to input your data seamlessly and efficiently.
When mandatory field condition is met
When a mandatory field is completed, the logic controlling mandatory fields will be triggered, and the assigned status will be updated.
