I have an Event board that has events that we’re planning organized by groups (e.g. Inwood Hill Park Event is one group and Pelham Bay Park event is another group). I have a second board that is Registration and has people’s registration information organzied by groups, where the groups are the events they are attending (e.g. Inwood Hill, Pelham Bay, etc.)
I want to connect the boards and mirror columns so that the total number of people that have registered for an event ont he Registration board is counted and displayed in a column on the Event board. (e.g. 45 if 45 people have registered on the Registration board. I’ve tried so many things, and can’t make this work. Is this even possible or do I need to reconstruct the boards?
Hi Elizabeth, do you need live data of this? Or is up to a 1 hour delay ok for the numbers to pull through? I can’t think of a way to do this without an app (anyone else please chime in). If you are open to using them then Master Data logs Group name of every item that is synced to the Master Board. You can then use a matching automation from Group Name to Event Name (type in Match in automation templates to find your options - status change would probably be best, and create the automation on the Master Board) to connect (2 way connection) and mirror from that master board. Your default value in a numbers column of the Registration Boards would be 1 (so you would be mirroring this column from the Master Board, onto the Event Board).
Yes, this is possible using linking and roll-up features in platforms like Monday.com, Asana, Airtable, or SmartSheet. Create a link column on your Event board to connect to the Registration board based on the event name, then use a roll-up column on the Event board to count the number of linked registrations. The exact steps depend on your specific platform.
Thanks, Tracey. I’m on Monday. Can you specify what you mean by link and roll-up? I’ve utilized Connect Boards and Mirror columns, but can’t get the outcome I’m seeking. Let me know if you have something more specific to try!
Hi Elizabeth,
You can setup the following automation:
When Item is created (I guess people are filling a form?) and only if status is “Coming” then create an item in board (“Event board”) and connect boards. Each item created in the registration board will have a “how many are you?” column which be probably 1 for each item. This column will be mirrored to the events board, and there you will see the sum of peoeple coming to the event.