Automation To create a copy in another board?

Subject says it all… basically what I’m trying to do is create a duplicate item in another board when a status is set to something. I figured I could try to chain a few automations together to do this, but no such luck.

Any ideas?

Hey @JacquesStraw

Thank you for reaching out here and welcome to the community !:smiley:

We don’t hve exactly what you’re looking for just yet but you could use this automation:
43

You can set the parameters for the item creation but it won’t duplicate the original item.

The other option would be this one:
50 meaning you have the duplicated item already in the 2nd board but not on a status change.

Would either of those work for you?

I’m working with this automation right now also, @Julia-monday.com. But I have a slight variation I want to propose for consideration. I want the trigger to be adding a Tag of my choosing, instead of the Status change trigger.

My use case is a board full of pulses that the team is working, but the board owner wants one pulse to show up on a super high level board as a representative of the project. I want the board owner to add the tag #DisplayBoard to a pulse in their project and have that pulse get copied to the high level board.

Thanks!

1 Like

Hi @TIMS-Crystal

Thanks for sharing!

I’m not sure on whether tags will be a parameter we’ll add in for triggering of an automation.
Can you add that as a new topic under feature request so our automation team can see it?

Thanks :smiley:

I am also in a position where automatically copying an item would be useful. I am using a form to feed a ticketing queue board and when a certain dropdown is indicated it dictates that additional steps are needed and I want to copy that ticket into another group for further attention.

1 Like

Hey @SallieMichalsky, feel free to add this as a feature request! You can also write to support@monday.com where we’ll help brainstorm workarounds specific to your workflow :+1:

This topic was automatically closed 7 days after the last reply. New replies are no longer allowed.