I made a template meant to be populated by a public form. I created an automation that when a submission meets certain criteria, to send an email.
When I created a new board based on this template, the automation is not copied over. I.e. the specific board has no automations. Is that the intended behavior?
Hi @horosam - automations should be carried along when a board is created from a template. Sometimes, if there are apps included (Gmail, Outlook, etc) they need to be re-authorized but the automation should still appear.
You may want to contact support@monday.com to dig deeper into this one as its not intended behavior.
Thanks!
Mark
Hello @horosam ,
Indeed you should contact monday support if the issue persists, as automations should carry over from a template.
I have had this happen some times to me, if the template is not manually created but from an automation. You should also refresh and wait for a couple of seconds to see if that might resolve the problem.
Hope this helps!
Giannis, Implementation Consultant at thespelas.com
This is happening to me, too. I have a particular board that when I duplicate it or make it a template, none of the automations come with it.
I’m having this issue too - where SOME automations are copied across from a template, while others are not. (SOME automations linked to Gmail DO get copied, while another one, linked to the same Gmail account, don’t) - RANDOMly frustrating!
Yep, sounds like a bug indeed.
Please capture as much information as you can and submit a ticket to support: that’s how they learn about bugs—and the more people that report them, the higher the likelihood that they’ll prioritize fixing them.
Ideally, capture screenshots of the automations list on both boards (the template, and a board you created from it—do a new one if you’ve already manually fixed the one you made before), and provide those along with the URLs of each board.
[BONUS POINTS]
You’ll speed up the process if you also provide the Automation IDs of each automation on your template that did not show up on the child board in your bug report.
To get the Automation IDs, you’ll first need activate Developer Mode in Monday Labs. Go to your profile pic in the top right corner, select Monday Labs, then find Developer Mode and click Activate (see screenshots below.) Once you’ve done that, you’ll find a new option in each automation’s three-dot menu: “Copy Automation ID”
Step 1: Click profile image to open menu, and choose the monday.labs option:
Step 2: Find Developer mode in the list, and click Activate:
Step 3: Go back to the list of automations on your template board, click the three-dot menu next to one of the automations that didn’t come through, and copy its Automation ID:
This is also happening for me, Gmail automations seem to be the issue and never get carried over from the template - even though the template was setup by the same user as the new board created from the template.
