Automation for creating link to board

Feature requests
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1

Hi Monday,

we would like to have an automation, that creates a new link automatically.

In our use-case, we have an portfolio board with all of our projects. Each project has a project board.
If a status change, an automation creates the project board.

Now we want to have the link to this project board in a link collumne in the porfolio board.

For the moment, we copy the link from the project board in the portfolio board manual.

2

Hi Tobias

It’s possible over Make. You can automate additional things with it. I would build it with this modules:

  1. When the Status changes trigger monday.com over a webhook (Module: monday - Watch Events)
  2. Search for the Board with the Name you given
  3. Update the item which has triggered the Make scenario and update the link column with h t t p s://yourname.monday.com/boards/<boardID from module 2>

Sorry it’s difficult to explain it over text :slight_smile:

(If you wish you can get Make Pro license for one month for free over this link)

Best Simon

3

Hey Simon,
Gotta admit, I have no clue how to do what you’re demonstrating.

The native approach I’d love to see should look fairly straight forward:

  • When status changes to [trigger]
  • Create new board

Variables are used for [name] and other columns if needed. Ideally the next step would look like this:

  • create [name] board and link to [name] on [existing board]

If we could use variables in Link Board automations, there’s a lot of additional workflows you could put together.

2 Likes
4

Hi Danny

Yes, it would be great if it goes like this also with automations. But monday.com has no function for this at the moment. So i’ve just show a workaround how we’ve built this. Otherwise, you’ll have to wait.

Best Simon :slight_smile:

5

Hey Simon, I am struggling to make this work. When you say for step 2. to search for the board with the name given, it seems that I am being asked to provide the ID number, rather than a name. I cant seem to find the right module to watch for the creation of a new board, rather than track the change of the status in the portfolio board which causes the creation of the new template.

Any ideas?

6

We would also really like something like this. Does anybody know if this is possible already in Monday (without an extra app or anything)?

We would use it slightly different. So when the automation creates a board we want to send the shareable link to someone’s email automaticly (e-mail comes from a connected board/column)