Is there a way to create automation where the item status changes automatically based on the subitems status?
I have read this post: Item Status based on sub tasks, however it only contains 3 subitems status and different conditions.
Currently I have 4 subitems status: Not Started, In Progress, On Hold, Completed.
I want the item status to reflect the actual subitems status.
Ex: If I have 3 subitems
Only if all 3 subitems status are the same, then the item status will change to the corresponding status.
If I have any of the subitems status = in progress, it will still show the status in progress.
If there isn’t any status on in progress and only on hold/completed/not started, it will show the status as on hold.
Welcome to the community. This app https://monday.com/marketplace/10000124 rollup (aggregates) subitem data to the parent item. It supports RAG (Red-Amber-Green) status columns in the parent that change when subitem statuses are change. You can define on which condition the parent item will show Red, Amber or Green.
Hope that helps.
You can also include a “summary” of the subitem subtasks that indicates what status each subtask is in. This is done by clicking on the three dots of a status column in the subitem > settings > show summary on parent item.
There is also an automation that says "when all subitems have a status of [done], change the item’s status to [done]. We use both of these things on our business account