Getting Started¶

Status Guard is a monday.com app that ensures data quality by preventing status changes until required fields are filled in. If a user tries to change a status without completing mandatory fields, Status Guard automatically reverts the status to its previous value.

Overview¶

With Status Guard, you can:

• Specify which statuses are guarded — Choose which status values require validation
• Specify which fields are required — Select the columns that must have values before a status change is allowed
• Ensure your team's workflow is followed — Maintain accountability and consistency across teams

Installation¶

To install Status Guard:

1. Navigate to the monday.com Marketplace
2. Search for "Status Guard"
3. Click Add to your account
4. Select the workspace where you want to install the app

Configuration¶

Accessing Status Guard¶

Status Guard is configured as a column extension on any Status column:

1. Click the three dots (⋮) on the header of the Status column you want to protect
2. Select Column extensions from the menu
3. Choose Status Guard

Setting Up a Guard Rule¶

Once you've opened Status Guard, you can configure which statuses require field validation:

1. Select the trigger status: Choose "When setting [column] to: [status value]"
2. Select required fields: Choose "Ensure a value is present in:" and select one or more columns that must be filled

For example, to ensure a deal has both a creation date and a value before moving to the Proposal stage:

• Set "When setting Stage to: Proposal"
• Ensure a value is present in: Deal creation date
• Ensure a value is present in: Deal Value

Click Save to activate the rule.

How It Works¶

When a user attempts to change a status:

1. The Status Guard automation runs automatically
2. It checks if all required fields have values
3. If fields are missing: The status reverts to its previous value, and a notification appears: "An automation was completed"
4. If all fields are filled: The status change is allowed

Fixing Missing Data¶

If a status change is blocked, simply fill in the required fields and try again:

Once all required columns have values, the status change will succeed.

Tips¶

• Start with your most critical status transitions and add more rules over time
• Consider which fields are truly required vs. nice-to-have
• Communicate the new rules to your team so they understand why status changes might be blocked
• Use Status Guard in combination with other monday.com automations for comprehensive workflow enforcement