I’m completely new to Monday.com, I’m actually testing if we can do what we need with it.
I want have a ‘lead’ to be moved to two different Contacts boards (currently named Contacts - Sierra and Contacts). I tried to put together an automation formula (see attached) but it doesn’t work. The lead is only transferred to ‘Contacts’ but not to ‘Contacts - Sierra’.
Any idea how I could achieve this?
Thank you very much advance
i think you need to make a duplicate your items
That make sense, I will try that, thank you very much Axel
Axels formula makes sense however I am not sure that will work exactly how intended because the automation will be housed in the original board so the first thing it’s going to do is move the item to board 2 then there will be nothing there for it to duplicate.
You could do this two other ways though through custom automations.
#1. by keeping the automation only in the original board:
When [STATUS CHANGES] (OR [BUTTON CLICKED]) then [CREATE AN ITEM IN BOARD] and then [MOVE ITEM TO BOARD]
So you are creating the same item (you choose the properties to create) and you are then moving the original line item off the 1st board to another board.
#2. Would be to move the item to a board and then in the 2nd board [WHEN AN ITEM IS CREATED (or moved) IN THIS BOARD, CREATE AN ITEM IN BOARD 2]