I am using CRM and have it set where each Opportunity has an item ID. What I’d like to do with my subitems, which contains the products and services listed, is automatically generate the same Opportunity ID in each subitem row. Or automatically create a mirror link to the Opportunity Name/item each time a subitem is created. Any ideas?
Hey @nkalakailo, I am not sure there is a way to do this natively in monday. AI would work but it is not yet available on subitem automations (effecting subitem columns). Same goes for matching automations.
There are some 3rd party apps that will copy parent item values to the subitem on creation (Autoboost comes to mind), or you could create a very simple make.com scenario to do the same thing or connect to the parent item on creation. make.com does have a free tier, so depending on usage it may meet your needs.
If you ever need a hand or want to discuss more, feel free to reach out any time.
Mark
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Hey @nkalakailo
We developed an app that solves this exact pain point of subitems inherting column value from parent. It’s called Subitem Automations and it allows to do this on subitem creation and when the parent item changes, here’s an example -
On creation - Populate item’s data into its subitems in a seamless way
On change - Being able to set dependency between a subitem to an item
You can find it in the monday.com marketplace in the platform or here - https://monday.com/marketplace/10000287
Hope that helps!