I have tried searching for this answer but cannot find one.
Is it possible to set up an automation that will assign the user that has clicked a ‘button’ as the person? I can only see the option to either assign the creator or specify the user.
The pulses in this particular board are created via an email forward, so the creator option does not work, I wanted my team to acknowledge the pulse by clicking a button and then be assigned to it.
If so, what would you think of having your team acknowledge the pulse by clicking a status label with their name instead? Then they could be automatically assigned using this automation for each person:
What I understand is that you want to assign the user who clicked a button (or changed a status) is assigned to that item as the only person? I do have a lot of experience building apps and I do think this will be possible to do. The main flow I envision is:
when status is changed to “acknowledge” trigger a custom app
the app reads the activity log from the board and find the person who change the status
the app set a given person column to the person found in the activity log
I need to investigate how this will work for external (guest) users?
If you are interested in such an app I can give it a go, just let me know.
Hey @basdebruin - Have you investigated yet whether Item Permissions on Enterprise accounts will cause issues for apps that depend on reading the activity stream? Once Item Permissions are turned on, only Board Owners can see the activity stream. Really curious how this might interact with apps that depend on reading the activity stream.
Hi @PolishedGeek good catch and that why I did not start designing this because I am afraid it will break with item permissions.
The good news is that there is another solution. When you create an app and use custom trigger that inserts a webhook (that is what all my apps do) the webhook event will hold the userid of the user clicked / changed status. You can than post this to the action part which in its turn do the API calls to assign the person.
I just checked and you can use a button to send a webhook but it can only done from the API and not from the default recipe builder. What needs to be checked is what happens if a user with read only access to the item clicks the button. The user can’t be assigned because of lacking write access.
When you install this little freebie app you can create a button on an item and when clicked the item is assigned to you. WARNING: there is no support for this app, its just to show that you can get hold of the user who clicked a button .
The same type of functionality that Bas put together for a button can also easily be done with a status change. One way to do this yourself is to use Integromat or Zapier.
This little free app was build to show the difference between the user that triggers an action and the user that added the integration to the board. I did a quick check but for this app it is not possible to do it with a status change. The reason is that the default button trigger sends the userId of the user that triggered the action in the output fields and the default status change trigger does NOT send that userId.
The app can be build but I propose to follow @JCorrell solution here. Jim, I think you need to do this through a webhook or can you trigger an Integromat flow by listening directly to a status change (some time ago when I used Integromat). If you can trigger directly (without the webhook) does Integromat has access to the userId that triggered the action? That would be interested as monday doesn’t send it to their own actions.
You are, of course, correct about using the webhook. Otherwise, it would be necessary to read the board’s activity log to get the updating user. My response to @LooYee was only meant to address the question from a user perspective. I didn’t mean to confuse the issue of what you had done from a technical perspective. Sorry about that.
No worries @JCorrell, I was jsut wondering if this could be done without webhooks. The default trigger buttons sends the userId in the outputFileds, but the status trigger does not.
Yes, it doesn’t really make sense to me that the user is not always included. As I mentioned, it would probably be available in the board’s activity log. But, I haven’t tested it. It is conceivable that the log is updated after the trigger is activated. Might be worth a look.
Thanks for your replies, that means a lot.
I’ve been trying to automate it with integromat, but I can’t find a solution yet.
How can I watch the board’s activity log?
As Bas and I were implying in our discussion, the best way to do this with Intgromat is to use a webhook. You can then have it called using this integration:
On the Integromat side, you would have the webhook module and the “Update Column Values of a Specific Item” monday module. That’s it.
How can I configure “Update Column Values of a Specific Item” on integromat to get it change the Assignee to Current User when the Status is triggered?