I need to be able to duplicate an item with updates.
What I really want to do is copy/duplicate items from one board to another when moved to the board. The only way I have been able to do this is to Duplicate the item, then move the item to another board. This will leave the duplicate in the board while sending the original to the final destination board. However, the duplicate doesn’t have the updates, so it’s kind of useless. I don’t understand how you have the option when you manually duplicate an item, it gives you the choice of the item with updates and without, but when you use automation to duplicate the item it doesn’t give you that option.
Workflow scenario:
Board A has an item/pulse moved to it
I want to have that item/pulse duplicated in all it’s splendor and glory to Board B.
Board A is used for invoicing, and Board B is used for someone to follow up with the customer. I want to be able to add updates to Board B, and I don’t care if the updates get copied back to Board A. The item is taking on a different life and function in Board B, so the info doesn’t have to be the same after the duplication.
Was this question ever answered? I seem to be encountering the same silly problem, you can manually duplicate with updates but can’t do this via an Automation. This seems like a flaw of the system.
Definitely need this to be implemented. I’m trying to use monday.com for an important system, but we’re going to accept pulses via email, and the way email to board works the email goes into an update, so if I copy the item to another board I lose basically all of the information.
This is a greatly needed feature for my team. Please add. The feature already exists when manually duplicating an item, so would seem to be low hanging fruit for your dev team.
Moving items in an automated way from one board to the next is a vital part of Monday.com’s primary function. How is it that the actual information on a pulse, “the updates” can’t be moved/copied when creating an item in a new board? shocking. Please include ASAP
My team has had to manually duplicate items from one board to another in order to accomplish something that I had hoped an automation could do.
I know several other features have been more upvoted/requested, but like others here this feature is at the core of Monday.com and should be prioritized as such.
The alternative I also had hoped for was the mirror feature, it would be amazing to be able to mirror whole tasks from one board to the next.
Any progress on this? Looking for a very similar setup.
I have a ticketing form that the business can use to raise bugs/requests. The board serves as a single view point for users who wants to see request statuses and track known bugs.
I then have other operational boards that focus on core areas, i.e Web, Data, etc. Some of these boards are handled by external suppliers.
Tickets raised are tagged by type, i.e Web - and I want to duplicate the row to show within the relevant other board, so that the external supplier can see all work pertaining to their project in 1 place.
For example…
if type is Web, duplicate row with updates to Web Planning Board > Care Group
or… if type is Data, duplicate row with updates to DXP Programs Board > Data Group
etc!
With 2-way updates in place.
This was a breeze to do in Smartsheet… @monday-team any ideas how?
I have managed to find a way of doing some of this. It’s a little complicated but works. It will create a duplicate item (still has not updates) and move that.
The use case is you want to copy an item to another board but you want all updates to remain with the original and do not need updates with the new item.
In Board A create a status column called Duplicate Status with status “Duplicate Now” and “Duplicate Done”
Create automation #1 - you can use any trigger, for example on Button Push
Sets Duplicate Status to “Duplicate Now”
Duplicates Item
Sets Duplicate Status to “Duplicate Done”
Create automation #2 - trigger - on new item created with status “Duplicate Now”
Move item to Board B
This will move the newly created duplicate to the new board
By using the custom automations. After setting the trigger, click on “Then do this”. Then either click into the search field and type the name of the work block OR click on “More options” and find the work block you need.
we actually wrote a small python script to be able to duplicate a record with updates, and move the record to any of the other boards of your. We run it on 0 cost in AWS Labda (but you can run it in Zap if you want) and it is triggered by Monday’s webhooks.
This might sound too complicate, but actually it is pretty easy, and much cheaper then subscribe to a Monday apps/extensions generally.
We open sourced one of our solution similar to your problem (but it is for updates):
Update Magic #1
