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!