Default Values missing when creating new item

Platform discussions
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1

Hi!
I have “Board A” and “Board B”
I have an automation in Board A : “When an item is created create an item in Board B”
In board B I have some default values columns but when a new Item is created in Board B Via this automation these columns are not populated with their default values.
Only when I create an item in Board B (pressing on “new item”) I have this values.

Any suggestions?
Thanks

2

Hey @jossefsi , you have to check 2 things:

  1. you have access to both board with same level of permissions
  2. you have same level of permissions in both workspaces - in case board B is located in another workspace as board A
    let me know please if you still have this issue
    Thanks
3

hi, thanks
I’m the owner…

4

And boards location !? are they in same workspace !?

5

No, different workspaces

6

Have you checked the permissions for you between workspaces !?

7

What do you mean?
I’m the owner of the account and the only user…
I think I have all the permission

בתאריך יום א׳, 12 במרץ 2023 ב-20:14 מאת Vahid Davani via monday Community Forum <notifications@monday.discoursemail.com>:

8

Just check if you are owner in workspace (Board B)

9

Ok now I understand that the problem is on Board B
Even when I’m clicking “create new item” in Board B there is no default values at all…

10

Maybe it’s because this is a template board?

11

Yes , you have to first make a new board from board B and then try to make a new item from board A to board B, so new items will gets new default value in new board B, as you set in the template(board B)

12

Ok, thank you very much!

1 Like
13

I use Groups within my board to segregate new duties.
In my set up, I have business licenses, annual reports, renewals and tax returns.
As an expiration date approaches, I have a separate GROUP called To be Filed and I have the item move to that section so I can see them all at once.
Not sure if that would help, but works great for me.
Good luck.