Automate from a subitem

Platform discussions
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1

I’m new to monday so there might be abetter way of doing what i’m trying to do.

We are using a single board to manage all Solar PV installs.
PROJECTS - are each installation
GROUP OF PROJECTS - we are using this for stages of the job. i.e. Quote Accepted, pre-installtion, job complete…
SUBITEMS- checklist of jobs to be done at each stage.

Its working well manually, but I’d like to start automating things.

So the main area is when a subitem is completed, change the main status columns to update the visual progress of the job.

This seems to need an automation based on the title of the subitem, which I can’t see how to do.

Any suggestions on this?

2

Hi @Ben-ElecInn - you can mirror a summary status of the subitems onto the parent by going into the setting of the subitem column you would like to show and select “Show summary on Parent Item”.

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Also if you want the main status of the item to be updated when all subtasks are complete, you can use the following stock automation:

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Thanks Ben,
Mark

3

Thanks for the reply, i’ll take a look a this.

I’m currently playing around with a hidden number column and assigning subitems their own ID number.

When SubItem Status = Done and if ID = X then change Status to XXX

My main items have 3x status columns.

It seems a really heavy amount of automations to complete my workflow, but it gets the job done.