Now, I have three boards:
Delivery
Purchase Order
Invoice
When the delivery is done, there is an automation creating items in “Invoice” board consisting delivery date, service report and item name. Then, there is also an automation in “Purchase Order” that will create an item in “Invoice” board with amount, and name. When the admin discovered a newly created invoice, she will then combine both “Invoice” manually. Is there a way to combine the information from these two items in “Invoice” board?
Using Zapier: You’ll have to create an automation that takes values from 2 different boards and combine them together to create 1 entry into the invoice board.
In Monday: Here’s a step by step breakdown:
You can keep everything same and introduce a new board (let’s say Combined Invoices). In that, create connected column with the board invoice.
Create mirror columns from invoice board in this new board (Combined Invoices)
In the automation from the purchase order board, when the invoice item is created in the invoice, along with that create a new item in the new board that you created with empty values
Now go to that new board (Combined Invoices) and just connect all invoices with this newly created item.
Because of the connected board and mirror columns, you’ll start getting aggregated values in the relevant columns
Let me know if you have any questions at all.
In case you need any help setting it up let me know here and I’ll be happy to assist.
I found this method useful. I have created a “New board” consisting mirrored amount, name, delivery date and service report. However, I would like to know is there a way to make it automate.
What I have done in the automation in “Purchase Order” is create an item and connect with “New Board”. Then, I created another column to link the delivery date and service report. It is manually done for the linkage of delivery date and service.
The problem is, the name of Purchase Order will be different. In this board, the Purchase Order will be separated into parts to be invoiced. For example, 50% on downpayment, 50% upon delivery. Then the item name will include this 50% on downpayment.
For example, in “Delivery” board, the name is Project 1001
in “Purchase Order” board, the name is Project 1001 50% on downpayment.
So now when a new item is created in “Invoice” board, the automation could not recognise by name.
Hey @Alammulia1 , unfortunately there might not be a automate this workflow with the Monday native functionality. The connection part will have to manual for now.
but as I said, Zapier can help if you are willing to add this in the mix.
Zapier doesn’t appear in the integration section in Monday. Its a third party web application (check out zapier.com). There you create an account and can do a bunch of stuff in there.
Great video tutorials are available on Youtube and even on their website. Check it out.