Hi,
i use the create new in board and connect the board. but I would like to create the update or file to the new item also. How could I do that ? any workaround ?
Thank you
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Hey,
Have you tried adding a mirror column to the connected board and setting it to show the file column from the source board? That should work!
I haven’t found a solution for sharing updates to connected boards, but I have added a Text column titled ‘Comments’ on the source board and then mirrored it to the connected board to achieve a similar function.
When creating a new item in a connected board in Monday.com, and you want to also add an update or attach a file to that new item, there are no built-in automations that handle this directly. However, you can use a combination of integrations and workarounds to achieve your goal.
Summary of Workarounds:
- Use APIs for direct and automated updates/files.
- Use tools like Zapier/Integromat for a no-code solution.
- Employ built-in automations with manual intervention for simpler needs. - There is a great paid app that allows comments and shared notes to also flow across boards.
Hi,
You can totally do this using Zapier by chaining actions. After creating the new item, just use the “Create update in Monday com” action and pass along the item ID from your initial creation step.
As such, whenever you create a new item, it will automatically get populated with any updates or files you need right off the bat
Cheers,
Harsh
We develop custom solutions on Monday to help elevate your business. Reach out on farioconsulting.com
Hi! I can think in a solution for the file issue and a workaround for the update issue.
-
FILES: when you set up the new (or other) board, creat a mirror column with the Files column in the orinal board. This way the 2nd board will display the file attached to the item as well.
-
UPDATES: every item update can be written by e-mail… So, a way to manage to write “new” updates from the original item to the new one is:
- to create a email column (in the original board)
- then open the other board and copy the update email adress from the item previously created (*) by the “create item” automation (this step will have to be manually done every time a new item is created in the new board)
- paste the update e-mail in the email column (in the original board).
- create a text (or long text) column in the original board
- set an automation that, at the change of the text column, it sends an email to the adress in the email column set above
- now is the workaround part… since Monday does not retrieve update information in automations, the best next thing is to copy the update in the (long) text column. The automation will send an email to the item in the other board.
(*) Retrieving the email adress for the update:
(sorry, my Monday is in portuguese)
Hope it helps,
See Ya!
PS - There is a third party solution… The app “Update Magic #1” from Monday Man LLC. It writes updates in text columns automaticly. It has a free plan, but it’s rather limited. I use it, tough… Cause my demands are low.
About the app:
Update Magic #1 is the ultimate UPDATES toolbox. A collection of powerful, easy-to-use recipes and automation action blocks that will give you the power to magically make your Mondays better.
The POWER within…
WRITE updates to a TEXT column
COPY updates to CONNECTED ITEMS
Create CHECKLIST updates
Duplicate an ITEM with UPDATES
Assign update CREATOR to people column
Set status on KEYWORDS in updates
DELETE update if creator is/is not a GUEST
Set status if update has FILES
Add LINKS to FILES in update to file column
Hi,
not sure if this does meet your need…but i had some similar topic…here my solution
Create new board and move / copy Item to new created board - Platform discussions - monday Community Forum
To create and update items on your board with files in Nextcloud:
- Attach Files Directly: Use the board app’s feature to attach files to new items.
- Use the Files App: Upload files in the Files app and link them to board items by sharing the file link.
- Automate with Nextcloud Flow: Use Nextcloud Flow to create automated actions for linking files to items.
- Use Integrations: Use tools like Zapier or n8n to set up workflows that attach files to board items.
- Custom Scripting: Create scripts using the Nextcloud API to monitor and associate files with board items.
Hi @suriyapong ,
We developed an app that solves this exact pain point of copying or moving updates of an item to another item in another board.
You can use either of these automation recipes:
Here’s a walkthrough video showing how it works: https://youtu.be/1cUxGWT-whQ
Hope that helps.