I have two boards, board 1 and board 2. Both of these boards consist of lists of contacts, with columns including information about this contact.
In board 2, I am trying to create a mirror column that contains the info from the column “Member type” from board 1. I have created a connect board column, and a mirror column, pulling in the “Member type” info from board 1.
However, I am looking for a way to automatically fill out the board column, so that I do not have to manually choose the name of the contact each time to get the mirror column to fill out. How do I do so?
In board 1, the name of the contact is in the column “Contacts”. In board 2, the name of the contact is in the column “Members”. Thus far, I have had to manually choose the name of the contact to fill out the connect board column, which then populates the mirror column. I would like an automated way to do this.
For existing items: If you want to populate the connected column for items that already exist (without creating new items), use a combination of two automations:
Use a status column to trigger the automation
When column changes, connect the item where this column matches another column in another board by this logic
Exactly what Yogesh said. I will point out though that you can only find this recipe in the ‘Create’ Section. You won’t be able to use the ‘Manage’ side and make it on your own.
Hello @mondayuser67 This is a common limitation with Mirror columns.
There’s no native way in monday.com to automatically match and connect items across boards based on a shared text value like a contact name. A Mirror column only works after the Connect Boards column is filled, and that connection can’t be auto populated by name alone.
Your main options are:
Use a built in automation if items are created from Board 1
If Board 2 items are created from Board 1 or follow a controlled workflow, the connection can be added automatically at creation.
Use an external automation tool like Make
Make can watch Board 2, find the matching contact on Board 1 by name, and automatically fill the Connect Boards column. Once connected, the Mirror column populates on its own.
If the contact names match exactly on both boards, the Make approach is usually the cleanest solution.
Dr. Tanvi Sachar
Monday Certified Partner, Tuesday Wizard
Make sure the matching values are identical on both boards.