Create subitem on connected item

Platform discussions
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1

Hi all,

I have a hunch this was discussed before, but I can’t find a solution :frowning:

I have two tables, A and B, with a one-to-many connection (one A item can have many B items).

I want an automation that when I set a B item status to “X”, a sub-item is created in table A under the linked item. The sub-item will have its own columns and values (taken from what it has in table B).

In human-speak, let’s say Table A is employees, and Table B is Assignments. I want to be able to see a “history” of all past assignments under each employee. I want to see it in the employee table.

2

Instead of that, what about creating an item view (using Connected Boards) on the Employee board?

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You can pick which columns to show

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All tasks could show when you look ‘inside’ each employee

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1 Like
3

Thanks, but the “Assignments” and “Employees” have (almost entirely) different data, and also different goals/uses. It doesn’t make sense for me to keep all of the info in one giant board and show/hide stuff. Isn’t the whole point of connected boards to allow me that?

4

Maybe I misunderstood your question then? I thought you were asking to see all assignments by employee? That’s what the above does.

6

Well I definitely misunderstood your first message, but now that re-read it, I think I might be missing something basic here. This Connected Boards option seems very likely to be a good solution, but I don’t see it. Is it an Enterprise tier thing? (we’re on Pro).

7

It’s available on Standard. If you click the + button to add a column, do you not see ‘Connected’ as an option?

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8

I do have connected columns in the boards. They are setup and connected correctly. What I don’t have is the “Connected boards” widget.

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(it’s not under “More widgets” either)

9

Oh! Do you have it if you click on ‘More Widgets’ at the bottom?

10

Nope. It’s not there.

11

I don’t have the Connected Boards widget either, didn’t know it existed! Are you on the CRM product or Work Management?

12

We have CRM. I didn’t realize it was a product specific widget.

1 Like
13

Thanks. I think Monday really dropped the ball on this. In what “serious”, paid version would a feature like this NOT be needed?

14

Its available in the Item Card View (when you click on an item) - not a dashboard, or Chart view.

Bruce Gosk | bruce@mintconsulting.org
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15

In the card view I only see an option for sub-items, not connected items.

16

Hi Uri, that is odd. Just making sure you are in the “Item Card” View - not the “Card” View?

17

I’ve added this view:

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This is what it looks like:

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Is this what you refer to? No connected items in it (not when you expand a specific card also), sorry. It does show connected item in one-to-one connection columns (each worker has one location, one employer), but I need to see the multiple connected items (each worker has many assignments).

18

That is a cards view which isn’t correct. in your main table click on an item, and add a view there.

See this article: https://support.monday.com/hc/en-us/articles/360017143959-The-Item-Card

19

Hmm. Finally, (sort of) progress! In that view I do have a Connected Boards widget. However, initially it doesn’t show the right connected board. The way I have set things up so far is:

In Assignments board I have a connected column to Workers board, allowing for a single select (each assignment belongs to a single worker). I didn’t add a corresponding column in the Workers board, as it doesn’t make sense to manage assignments from there.

So, when I add the Connected Boards tab in a Worker item, it doesn’t give me the Assignments board as an option to view. I then added in the Workers board a connected column to Assignments, and now I can select that board in the widget.

However… It doesn’t seem to show the Assignment items that are currently actually connected to the selected Worker item.

I tried re-creating the connected column as a two-way connection (even though I don’t want to actually manage assignments from the Workers board), and then again I don’t see the Assignment boards as an options in the widget :frowning:

What gives? Why is this so hard :cry: