Create subitem in a board when item is created in another board and relate them through column value

Platform discussions monday CRM
1

Hi!

I have two boards. One has companies names. Another companies budgets. I would like to create a subitem in the companies board when a budget is created in the budgets board. In the budget board there is a related column with the companies. So each budget is related to a company. This would be use to select in which company the subitem would be created in the companies board. Can you please help me? Thanks!

2

Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have?

Desiree - www.thecleverclovers.com

3

Hi @agustingh,

Any requirements for column values of this newly created subitem? Is it only about the creation of the subitem, or also about copying some values?

4

Hey! Since each budget is linked to a company, you can use the ‘Create Subitem in Another Board’ automation and map the related column to select the correct company. This way, every time a budget is added, the subitem will appear under the right company.

5

CRM, Standard

Thank you!

6

Hi,

I’m still learning, but I think what might help is setting up high-level and low-level boards.

https://support.monday.com/hc/en-us/articles/115005317229-What-are-High-Level-and-Low-Level-boards

7

Hi @WirkKarl

Thank you for your response.

I cannot see an automation with the possibilty of ‘Create Subitem in another board’. Maybe it’s something for a higher subscription level?

8

Hi @andrewp

Thanks for your response.

I expect that the subitem has the budget itsel or a link to the budget. The purpose is to have all budgets seen in the companies board, for each company.

9

Hey @agustingh, @WirkKarl

We developed an app called subitem automations that provides robust automation capabilities to subitems to solve most (if not all) of the gaps in the native automations.

The app has 21+K installs with an average rating of 4.9/5.

You can find it in the monday.com marketplace in the platform or here - https://monday.com/marketplace/10000287

Hope that helps and if any capability is missing in order to meet your use case. Feel free to send me an email at hello@fantasymedia.io

Thanks!
Daniel

10

Hello @agustingh,

Our Subitems Pro Automations app has the exact automation you’re looking for:

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Whenever a new item (budget) is created:

  1. A subitem will be created in a connected board (companies).
  2. The connected item (company) will become a parent item of the created subitem.
  3. The created subitem will be connected back to the item that triggered automation (budget). This allows for mirroring any values between them.

Here is a demo:

If you have any questions or use cases that need automations, please let us know!