I have Googled high and low, and cannot find the answer I need, so I would be grateful for any assistance:
I have a board for a project that details multiple requirements with the subitem name as the requirement number.
I have another board that details the packages these requirements will be implemented in. They also contain the the requirement number as a reference.
I’d like to automate that, when I add an item in the “Package” board, it automatically populates a linked column to to the “Requirements” board using the requirement number as the reference.
Existing automations want me to create a new item in the “Requirements” board. I don’t need to do that - the sub items already exist, I just need to link to them so when I am at the “Requirements” board, the package for implementation is automatically shown as mirror a column.
Am I doing something wrong with what should be basic functionality?
It sounds like you’re trying to create a dynamic link between two boards where one board (“Package”) updates a column on another board (“Requirements”) based on an existing reference number. I understand that you’re looking to avoid creating new items in the “Requirements” board and just want to link to existing sub-items.
Here’s a solution that might work for you:
Use Mirror Columns: If you want to link existing sub-items on the “Requirements” board to packages on the “Package” board, you can use mirror columns. In many project management tools, mirror columns allow you to pull information from one board to another.
Set Up Automation:
Go to your “Package” board.
Set up an automation that triggers when a new item is added or updated.
Configure the automation to search for the corresponding item on the “Requirements” board using the requirement number.
Use a mirror column or link column in the “Requirements” board to display the package information.
Linking Items:
Ensure that the “Requirements” board has a column that can display or mirror the data from the “Package” board.
If your tool supports it, create a linked or mirror column in the “Requirements” board that pulls the relevant package data based on the requirement number.
Check Tool Documentation: Since functionalities can vary between project management tools, check the documentation or support for your specific tool to see if there are any additional features or configurations needed to achieve this setup.
If you’re still having trouble, could you let me know which tool you’re using? That way, I can provide more detailed instructions tailored to your platform.
We’ve developed an app called Connected Boards Automations. Which allows to run robust automations on connected boards column, here’s how it can be used in this case →
Automatically connect items based on one or multiple criteria →
Not sure what you mean by “which tool” I am using? It’s two Monday boards, being used natively without any external tools.
All the steps you have laid out make sense, but that is what I have tried to do. A few points though:
The requirements number is included with the Package item, so I don’t need to search for it, I already have it.
What I need to do is add that number to the Mirror column in the Package board.
I already have the Mirror column set-up, so if I manually type in the requirements number, it automatically links to the Requirements board (two way link)
What I want to do is automatically add a number to the existing Mirror column using subitem name on the Requirements board. The automation only lets me select at item level
