Hello, this seems to me like a very common use case so I imagine this feature already exists I’m just not sure how to program it.
What I want to do: I want to be able to enter a new pulse into a board and have an automation run in the background that will check to see if that pulse name already exists in another board of mine.
Purpose of this: To avoid entering the same pulse twice across different boards without knowing I’ve done so.
I essentially need a way to know if something I am entering into a preliminary list (board name) is already on my master list (different board), and if it is maybe there is a column I can add where it would change status to “duplicate” or something like that?
While that functionality doesn’t currently exist on the platform, I’m curious if you could use a cross board automation on the main board to create items on your private task board. One recipe could be “when person is assigned to X create item on board” Would this work for you?
I would love to be able to delete duplicates quickly. Why?
Because using Monday’s “import from Trello” features, it’s duplicated all my 650 cards. So now I have over a thousand; half of them duplicates… What am I meant to do with this!
When you merge duplicates using the Sales CRM “manage duplicates” button, do columns/fields from the two items merge? For instance, the board has a field called “email” and “phone number”. Item A has an email but no phone number. Item B has no email but yes phone number. Will the merged item then contain both phone number and email?
If yes, does this also work with connected board columns?
It’s great that you’ve created such a tool, but not being able to check for duplicates before creating a new item makes the entire system pointless: $100 for the CRM, $50 for Kolaai, $60 for WorkForms, and $150 for Zippier? In other, even the most basic CRMs, you don’t have to spend $360 just to change a lead’s status or add a contact. That’s just crazy.
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