Copy text from sub-item to another column

I tried searching but could not find what I was looking for.

I am creating a formula column that if a keyword is contained in the Sub-item name that it will assign the letter E, S, and/or G in the formula column.

The formula I created does not allow me to select the ‘sub-item’ column.

I tried to create an automation as well, but it I can’t seem to select the ‘sub-item’ column still.

Thanks.

Hey Randy! Shannon here with the monday team. :waving_hand: Currently, monday formulas can only pull data from the particular board level where the Formula Column lives. If you have a Formula Column at the item level, it will only pull data from the items on the board. If you’re looking to apply your formula to your subitems, you’ll need to add a Formula Column to the subitem level. Automations are still limited when it comes to supporting subitems as well.

Hi Shannon:

Yes, for clarification, I was creating the formula column in the sub-item row.

i.e.
Sub-item name Formula column
Purchase product I need to copy the sub-item name ‘Purchase Product’ here

Hmm. Could you please share a screenshot of what you’re seeing on your end in the Formula Column?

On my demo board, I’ve added a Formula Column at the item level. In the “Column & labels” section on the left-hand side, I can select “Name,” which will pull the subitem’s name:

Applying this field, these are the results returned in the Formula Column:

In your formula, if you apply the “Name” field that appears for the subitem level, does this help? Let me know if you’d like further help with formatting as well!