In a parent-level Item, the “TEXT” column displays the name of the project.
Every project contains subitems (or subtasks). I want to create a column in the sub-item level that duplicates/reflects/copies the data in the parent-level TEXT column.
To reflect or copy the value of a parent item’s “TEXT” column (e.g., project name) into a subitem-level column in Monday.com, here’s how you can do it:
Solution:
You’ll need to use an automation to sync data from the parent item’s column to the subitems. Here’s how:
Automation Setup:
- Go to Automations (top bar > Automations).
- Click “Create Custom Automation.”
- Set it up like this:
pgsql
CopyEdit
When a column changes (TEXT)
and only if this item has subitems
then set subitem column to this column's value
- You’ll need to choose the parent column (
TEXT) and then the subitem column you want to copy it to. - If your subitems don’t already have a matching column, you can create a new “TEXT” column in subitems to hold the copied data.
Example:
If your parent item is:
Project Name: Website Redesign
The automation will copy “Website Redesign” into the TEXT column of each subitem under that parent.
Notes:
- This only works when the parent item is updated. Existing values might not auto-fill unless triggered.
- If you’re using Monday WorkForms or integrations, similar mapping can be set during submission.
Hi Clare. Thanks for the quick response! This all sounds well and good, but when I go to create the automation, I am not given the option to select the TEXT column. (In my case, the “Text” column is labelled “ITEM”) Thus, it appears the automation you suggested works for other column types, but not TEXT columns.
Hey @KMegginson
We developed an app called subitem automations that provides robust automation capabilities to subitems. Here’s an example of how it can be applied in this case →
You can find it in the monday.com marketplace in the platform or here - https://monday.com/marketplace/10000287
Hope that helps!
Hi,
I’m not sure what I’m missing but I can’t see an option ‘And only if this item has subitems’ option in the automations? Do I need to have enabled something?
I am trying to use this automation to copy the name of the parent item into a column in the subitem.
Thanks,
David
Can your App do column to column within the same Subitem? These would be status columns. The challenge we’re running into within our client’s board is we have a Pabbly automation that creates the Parent item then subitem from a BigCommerce order. The issue is with several subitem columns that have a Monday automation tied to them. I re-created these columns as standalones (no automations) and the values populate fine from our automation. I’m thinking we test creating an automation from your App where when these standalone columns populate (change) with data it copies the value to the other matching columns. Not sure if your App can do this and/or if we’d run into the same problem copying values from a standalone column to a column that has an automation tied to it. Thanks!
Out of sheer curiosity, why do you need to copy these values to the standalone columns?
It’s actually the other way around. In the screenshot the ones with “BC” appended to them are the standalone which get set via the Pabbly automation (BigCommerce order). The other columns are the original ones that have a Monday automation tied to them. This seems to be the limitation so wanting to try a different approach. If worse comes to worse my client can manually set the status “Laminate”, “Material”, “Profile”.
Hi @ec_206,
You might want to try our Subitems Pro Automations app, which introduces automations for copying column values from subitem column to subitem column:
There are additional automations that support copying formula and mirror subitem columns to subitem columns, but this one will work for the standard status column.
We also have an automation that supports copying values from the parent column to subitems columns:
Please let us know if you have any questions or if you have any use cases that aren’t covered - we’re happy to explore them.
Great thanks! I’ll have my client take a look at the App. Is there a trial period?
Yes, we offer a 14 day trial
Excellent. Thank you.