Duplicating item and then move the duplicate instead of the original. Possible?

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1

Hello,

I have a functionality question that I could use some assistance with. I have setup an automation as follows

When ITEM status changes to WON move ITEM to WON and then duplicate ITEM and move ITEM to RENEWALS.

The original item is in the same board as the WON group of items, just a different group. RENEWALS is a completely separate board.

The issue I am having is that I would like to move the duplicate item to the Renewals Board and not the original item. Is this possible? This is mainly because when you duplicate an item, the duplicate does not have any of the updates from the original. So the new w/o any updates needs to go to a new board to be worked on and the original needs to stay in the original board for historical data.

Thanks for the help!

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2

The Duplicates and Uniques app can do exactly that.

You can reach out at support@kolaai.com if you have any questions.

3

While I appreciate the response @kolaai I would prefer not to use an outside app at this time and am hoping that this is something Monday.com can do natively

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5

Hi, im running into the same problem, where you able to find a solution for this inside monday.
thanks

6

Hey @JOHNba2023 @mike.stagg,

Even though this was originally posted in 2021, hopefully this 2 minute Loom video can help you achieve this use-case.

Feel free to reach out if you have any questions!

7

Hi,

thanks, id be nice to be able to move the copy not the original one, since its connected to other thing, but this works in the meantime,.
thanks

8

Hi, you can use two automations.
The fist one to duplicate the item when moved to the group.
When ITEM status changes to WON move ITEM to WON and then duplicate ITEM.
Now you set up the second automation like this:
When item is created and only if item is in group WON then move ITEM to board RENEWALS.
Hope this solves your problem.

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