Hey so I have a board that has several automation rules in place to categorize new items based upon ‘type’. I created a form within this board that creates new items with the form submissions. The new items submitted via the form do not seem to follow the automation rules of the board within which those items are created.
Help!
hi @TMURR
Welcome to the community. Can you share what automations you use that are not followed by items created through a form? Remember that when you create an item in the UI and set (e.g.) a status column an automation on changing the status will trigger. When you insert an item through a form with the same status that same automation will NOT trigger.
The reason is that adding an item through a form is creating the item with column values and therefore column values are not changed (they are created). Creating on item though the UI creates the item and THEN you change the status column.
Could that be the reason?
Same problem here. It started 2 hrs ago. Is something broken in Monday across the Board? None of my Request Forms are triggering my automations which are active and tied to an active user account.
Same problem here. Automations were working ok with a new form I created, but now they aren’t functioning at all. I deactivated all of them except for a single super basic one (“When item is created, set STATUS to XYZ” ) but even that’s not working.
A little context:
This board is our highest level list of contacts. The board contains groups, organized by ‘Type’ (leads, partners, customers) and the existing automations for this board are set up such that when I manually set the ‘Type’ the item is moved into its corresponding group. (Example of this - when I set the ‘Type’ to ‘Customers’ the item is moved into the Customers group.)
Form submissions land in the board but are not sorted, even though one of the required fields on the form is assigning a ‘Type’. Using the same example as above, when I create a new item in the board and assign a ‘Type’, the automation rules sort the item. When I create a new item via form submission, sorting does not automatically occur regardless of the ‘Type’ assigned via the form. It seems as though an item is still being created, but the automation rules are bypassed by the form submission.
I figured it out thanks to a quick Zoom call with Samuel Giron from support!
A conditional automation created resolves this. I’ve attached a screenshot of this automation rule. Try the format & let me know if it works for y’all!
I guess you were facing this issue here https://status.monday.com/incidents/05wzc2yl9z87
I’m glad it got resolved! My issue was that I had transferred ownership of the Board automations to a System Admin account, but that System Admin account wasn’t a Board Owner. After I updated the Board ownership, the automations started working again!
