Automate by Dropdown selected

Hi all,

I’ve read through a bunch of requests and very unclear why this isn’t a feature?

I want to be able to create an automation based off a specific Drop Down item being selected?

Why is this not a feature?

If XYZ Drop Down selected - assign to Person.

I need to trigger an action based off of a dropdown selection. We want to use the dropdown column instead of status because we have more than 40 clients and our goal is to create an item on a connected board when a ticket is requested for each client.

I tried using the automation “when dropdown is CHANGED to something, change a status to something and change another status to something else” but the item is created through a form submission and the automation doesn’t recognize the dropdown column selection as an actual “change”.

Right now I have to go in to each form submission and re-select the dropdown selection manually for it to be recognized as a change for the automation to trigger. This is very time consuming as we receive 50+ form submissions per day.

Please make dropdowns function with the automations!

2 Likes

hi @bmcfarlin2017 , Brittany,

Welcome to the community. What you describe is default monday.com behavior. ANY (not only dropdown changes) that are in the trigger part won’t fire when you add items with the column value already set (e.g. by using a form). It is not considered a bug, but in my opinion it is a severe shortfall :slight_smile:

A custom build app / Zapier / Integromat can solve this for you. Unfortunately you can’t build an automation “When item is created AND dropdown is dropdownvalue” either. I am afraid you need to look to Zapier or Integromat for this.

I upvoted your post :slight_smile:

@bmcfarlin2017,

You might consider adding an additional automation "when an item is created, change a status to something and change another status to something else”.

I need to connect to different boards based upon which client is submitting the request, so the item creation alone wouldn’t serve that purpose.

@bmcfarlin2017,

I get it now.

I would second the suggestion from Bas. This would not be difficult at all to do with Integromat, if you decide to go that route.

Jim

Agreed!! I am using the dropdown column to create a form and want to set an automation to assign a person when a specific dropdown is selected. Would like to have 'When dropdown is _" as a custom automation option.

1 Like

@basdebruin do you still have the zap that still does this automation?

hi @lambchop11179

I never had such a zap, in fact I am a complete nono on Zapier :slight_smile:

Hi,

Quick suggestion, I would create something like this:

when column changes
and dropdown contains all of this labels
change status to something
and connect etc

As needed, hope this helps,

Yes this would be nice. But you need to add more conditions. Right now drop down conditions are if a single option or any of or all off are selected. You also need if anything exists and does not exist is selected.

Currently I do those ones through webhook and make.com

This would really be a useful feature for social media calendar automations.

I want to add here that an automation recipe that starts with, ‘When Dropdown is ‘this’, then…’ is not an option I can find.
image

When Dropdown column changes is not the same as utilizing the dropdown labels as the automation triggers.

Multiple other feature request threads around this topic:

Why is this not a feature?
Can automations based on the labels in dropdowns be created (not by an app)?

1 Like

Hi @lisy , @bmcfarlin2017 , @ksopas , @lambchop11179 , @aminat.akhmadova , @nhashimoto , @masonmay , @dorth ,

We recently launched the app Special Automations - monday.com App Marketplace which has the required automation recipe for your use case.



Also if you want any other automation, do let us know at support@superworkday.com

Thanks