Fire Automation Manually

Is there a way to fire off an automation on multiple rows manually? For example if I add a column later that states "when “STATUS” changes then “do something” in this new column there is no way to fire it without changing the status. Which if you have 100s of rows is not really an option.

If we don;t have a way to run these automation manually there really should be. It’s cumbersome and clunky to have to make workarounds.

Hey @seandotson - could you use a button column instead of a status column and trigger the automation from it?

Hope this helps!
Mark

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I’d still have to click a button on each and every row however correct?

Hi @seandotson - you can do a multi-select of all the rows you want to automate and click the button a single time to trigger the automation for all the rows. The same applies for most columns in monday.

Mark

There might be a way to do this using workflows, but it would depend on what you are doing.

Happy to talk it over more if you want?

You could have a board with buttons for different manual tasks, similar to a UI.
Using workflows you can then say what you want to happen, under what conditions, and on what boards.

On the makeshift UI board, you can also add status columns or number to allow you to refine either refine the action, or add data en masse.

Added a very basic screenshot to show you what I mean.

Each of these buttons would be the trigger for a specific workflow.

(n.b. I don’t think you can have Export as an action on a workflow yet, I was just using it as an example)

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That’s a cool idea. I will experiment with it and come back. Thank you!

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Ah, workflows are enterprise only. Dang. We are on Pro.

Ahhhh :frowning:

Do you have an example of something you want to do? There might still be some options depending on what you are doing :slight_smile:

So I’m using an add in called Same Item Multiple Boards. It basically allows you to have a “Master List” of let’s say machines. When I create a new board for service records of these machines I can edit the master and the service board updates. If I have a column in the master board and the same column in the service board this too updates on creation OR on change.

So I have created my master board. I created a new board called Audit. I now have a board with all my machines that syncs up with the master. Cool! But wait, I forgot that I also wanted to sync the job # that exists in the master board. So I created that column. But it does not sync. Because nothing has changed. So I have to go into the master board, copy the serial #, delete it, then paste it. That triggers an automation and then the board syncs for that row.

Now repeat 200 times :slight_smile:

I’d love to be able to have a way to fire that “on change” automation without having to actually change the value. Would be great if we could select the row and have a “refresh” button that triggers an “on change” event. That would run any automation you had that was based on a change event.

image.png

Here is a screen recording that may help…

Right, I see what you mean… I think.
This might be something the integration developer can help with, have you tried reaching out to them? I’m not familiar with that integration to be honest.

From what I understand, you have a master board with a list of machines, each with serial numbers, IDs, jobs numbers etc.
You create boards from the master, and this copies any info where column names match.
Any changes you make on the master, reflect on the linked boards.

Without knowing the monday infrastructure it’s a little hard to think of a solution (e.g. are there boards with job number as item names), but have you thought about connected boards, mirror columns, and the new “match if” automations that you can use with them?

RIGHT! Yeah that’s what I thought you meant.

That data should pull through though when you create a new board from the master, but not existing boards.

Option - Export the boards data and import it again, using the names to map the data?

Would that work for this though? Will changing a status automatically sync the text column too?

So found a really hack-ey workaround. Multi select a bunch of rows. Delete the values in the column. This fires off the automation. Once it’s done then click the undo button that appears at the top of the screen which puts the data back into place.

Risky I know but it does work.

It’s not a status change however. It’s a change to the value of the cell. So if it’s a number you have to edit that number.

How would a status change update the # cells? Unless that cell changes the webhook does not fire and the sync does not happen.

This is also a kinda hack-ey idea… If you converted the Machine ID column from text column to a numbers column, could you edit your automation to update? Like, if a umber is greater than a value then…

It wouldn’t I don’t think. That’s why I was confused.

Without being able to play with the add on I’m not sure what could work other than export and import the column data matched on the item name (assuming no duplicates).

If I had the column installed, I would try:

  1. Renaming the column to something else, and then back again to see if that triggers the matching between the column boards.
  2. Rename the column, and then duplicate the column and rename it to what is should match to on the other columns.

If you have access to the add on settings, can you see if any column_ID for the master column is there? This might be something the developer can help with though.

It seems odd that you wouldn’t be able to add additional columns to the matching logic after it’s been set-up.