Add Parent name to end of Subitems so that they are more meaningful in My Work

Subitems, Parent Names & Monday’s My Work Screen

Monday’s My Work screen is a great tool for anyone who wants to get a bird’s eye view of daily tasks across all boards/projects/teams etc…, but when Subitems are involved - especially the kind that are generated automatically for all pulses on a board - things get confusing. Due to the fact that in My Work the Parent name can’t appear near the subitem (…yet :wink:), multiple subitems with exactly the same name can’t be distinguished from one another at a glance, requiring an active click of the subitem icons that appear to the right of the subitem names to do so.

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There is a simple way to solve this problem using Copy Paste Master for Subitems, until such a time as Monday allows us to see Parent Item information in the MyWork screen. the solution adds the Parent name to the end of every Subitem name after a space, a hyphen and another space (" - "). The latter is just the format that I preferred (and included in the instructions below) - feel free to change that in your own implementation.

The End result? You will be able to see the Parent name after every Subitem name in My Work!! :clap::tada:

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For new Boards / Subitems

Follow these steps and use the apps as mentioned:

  1. Install Copy Paste Master from the Monday app marketplace. This installs 2 apps, one of them being called Copy Paste Master for Subitems.
  2. Add the following Copy Paste Master for Subitems recipe: When a subitem is created, update subitem value(s) to subitem name using format (input column ID) [ENTER THE FOLLOWING FORMULA AS SHOWN (CASE SENSITIVE) >>>] {Subitem} - {parent.name}

Now, anytime a new subitem is created, it will have the Parent name appended to the end of it :rocket:

For Previously Existing Subitems

The section above is great before you have any subitems on a board, but what if you have a board that is full of previously entered subitems? Have no fear!! This section is made for just that scenario!!

  1. Create a new Subitem status column called “Append Parent Name”
  2. Add the following Copy Paste Master for Subitems recipe: When a subitem Append Parent Name column changes, update subitem value(s) to subitem name using format (input column ID) [ENTER THE FOLLOWING FORMULA AS SHOWN (CASE SENSITIVE) >>>] {Subitem} - {parent.name}
  3. To append the Parent name to any existing subitem, change its new status column selection to any one of its choices, and walla! You’ve done it! TIP: To prevent accidental triggering, I would hide the new status column, and lock down permissions for it as well, even turning the status-based automation off when not needed.

I hope this idea helps!

Need help with Monday? Reach out to AllDayIT!

Steve

1 Like

Can you help me find a list of other column backend names like " {parent.name}". I am looking for these for both parent and subitem columns… I want to be able to do this for some other columns as well.

I actually got that from Copy Paste Master support.
I would go to their Marketplace app page, and find their contact info there.
Good luck!
Steve

Any luck finding this? I am trying to update the value of the subitem name with combining the value in a subitem column called Record Type and the parent it. My thought was that it should be {Subitem.Record Type}-{parent.name}. But that doesn’t seem to be working.