Required Fields & Approvals

Required Fields & Approvals guide

Stop items from reaching “Done” or “Approved” before they are ready, without changing how your team works.

Get started

  1. Install Required Fields & Approvals from the monday.com marketplace (account admins install apps).
  2. On a board, click + Add view → Apps → Required Fields & Approvals.
  3. Click Connect monday once, add a rule and switch the guard on.

Rules

  • Must be filled first: columns that need a value before an item may get a status label (text, numbers, dates, people, files, checkboxes, links and more).
  • Only from: the labels an item may come from, e.g. “Done” only from “In review” (Basic plan).
  • Approvers: only these people may set the label, e.g. “Approved” (Pro plan).
  • Per rule: undo the change and tell them, or only tell them.

What happens on a change

monday cannot stop a click before it happens. Required Fields & Approvals checks each status change right after it is made, usually within a few seconds. A change that breaks a rule is put back to the previous status, the item gets an update that says what is missing, and the person gets a notification. Every check is listed in the activity log on the board view.

Item view

Add the Required Fields & Approvals item view so people see what each guarded status still needs before they change it.

Automation

In monday automations, “Check the item against Required Fields & Approvals rules” stops an automation with a clear message when an item does not meet the rule of its current status.

Plans

Free guards one board with a few rules. Paid plans add boards, allowed previous statuses, approvers and more checks per month; billing runs through monday.com.

Roles & permissions

Viewers and guests can see the rules and the log; changing them needs edit access. Required Fields & Approvals reads only boards the person using it can open.

Questions? contact@crimsonfern.com · we reply within 2 business days.