I spent about two hours this morning trying to build the simplest workflow automation imaginable, only to discover that it apparently isn’t possible.
The prompt: "When a new item is created in the Active sales pipeline group, enter the first 7 characters in the Proposal # column"
I wont bore you guys with the all the gory details of everything I tried but here is what I learned:
There is a substring command for extracting the first 7 characters of an item...
...but you can't use it in a text column for automating a workflow
You can can create a formula column to use the substring command...
...but you cant map the formula column to the text column because formula columns are read only
There is also apparently no way to email someone from Monday for support... so I'm here right now ranting into the ether 😆
In reality, if I could get this to work, it would save me about 10 seconds maybe 5-8 times a week. Is it worth it? Just to recoup the time I wasted in trial and error today, I don't think it pencils out.
Thoughts?