Creating Items and associated Sub Items in a new board

Hi all,

I have what I think is a simple automation which is stumping me.

I have 4 boards feeding Items depending on a status, into into a master board (e.g replicates the item)

The automation I am using is : When ‘Status’ changes to ‘xxxxxx’ create an item in ‘board’

This works great but only for the main item, the sub items associated with the main item are not replicated, which I need in the ‘master board’

Any help / guidance would be appreciated

Hey Matt!

It sounds like the issue here is that you are not moving the item, but rather only creating a completely new item in a different board. This won’t be read as having subitems underneath it since it is not being considered a duplicate of the original item but an entirely new item that stands on its own.

Does this help clarify? Try doing a two-part automation where you create a duplicate of the item when the status changes in the first recipe, and then a second recipe where you move the duplicate to the master board. This should allow you to move the subitems with it.

I hope this is helpful! Let me know your thoughts and we can go from there!

1 Like

Hey Charlotte,

Thanks for the reply, greatly appreciated. I have manged to get the updates to flow between from the lower level board to the main board. However on items which are being updated and then duplicated to the main board multiple times I get (copy) added to the item description, is there any way to stop the copy text being added?

Thanks again

Matt

1 Like

Did you ever figure this out? Because I am having the same issue?

Hi

No never found a solution. The end games was I changed the workflow so as I didn’t need to duplicate items.

Hey @Bfly85 and @Mattieuk - the app Same Item Multiple Boards does exactly that. You can set an automation for “when status changes, add the same item to Master board” and all of the updates & subitems you will create in it will show up on both boards :slight_smile:

Hey @Mattieuk & @Bfly85,

We developed an app called subitem automations that provides robust automation capabilities to subitems. Here’s an example of how it can be applied to solve this exact case →

You can find it in the monday.com marketplace in the platform or here - monday.com: Apps Marketplace

Hope that helps!

Hey FMT, I requested approval for this automation and was wondering if you were able to allow that for me. I definitely need to have the subitems copied along with the task.

Thanks!

Hey @TaylorBishop approvals happen within your account by your admin. Not by us. We would love to have you onboard!