Hey there mondayers,
I’m currently testing out monday again, seeing whats new and whats changed since my last experiments. There’s definitely a lot of new stuff to be aware of, but I’m also encountering new problems. My use case right now:
- I setup a form that surveys clients about regular information for coaching sessions (Adress, Name, Interests, Availability)
- I also want to give them the option to upload documents/files. So far, that works fine using the form and also works by using the standard board view (list/table)
- I then transfer these form entries (Board: Form entries) by using their status column as a trigger to duplicate them into another board (Board: Client List). Sadly, the files can’t get duplicated into that new board as of right now. All other data does get created inside the new board.
- I then thought to create a mirror/link column in the Client List board for the files inside the Form Entry board. That works as well.
The Problem: I don’t want to input every client manually into the link/mirror column to populate the mirrored file column. When using 10s or 100s of client entries, that will get messy quickly.
I want that already exisiting file to automatically populate the mirror/link column inside the CLient List board without having to go in and do it by hand, as soon as new entries are created. Is there any way I can do this?