Hi All.
A similar issue here.
TLDR: Our company would really benefit from an automation like:
“When status (mirorred column) changes to something, and only if (dropdown or status from mirrored column) is something, change another status (current board) to something”
Our company is in the fire safety industry, conducting compartmentation surveys, carrying out door remedial works and installs, installing fire stopping, etc.
We have hundreds of projects to track, and generally Monday.com has been great…however our ‘master’ Projects board, which tracks everything about each project from initial enquiry right through to job completion/invoices being paid and everything in-between, really needs more cross-board/mirroring automations to work effectively and efficiently and to save having to manually update sections constantly.
There are several universal steps along the way of each project which we need to complete [such as requesting a client’s company information if they’re new to us, booking site visits, issuing invoices etc.]. For these, we have automations set up to create tasks in the company’s shared Task Board.
Just as an example, once we receive a Purchase Order from a client, the PO status being set to ‘PO Received’ will trigger 2x tasks:
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“Create Risk Assessment & Method Statement for X-Project”, and
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“Set up X-project on report software”
This works great, and from the shared Task Board I can assign item’s to an employee’s personal Task Board and mirror their status back to the shared area. That one is simple, as it’s a simple “When Status (mirrored board) changes to something, change another status (current board) to something”
That same automation, however, cannot be used in the same way to feed back a change of status to the master Projects Board, as there are different task types being completed (RAMS, Invoices, Works Reports, Client Feedback Forms, etc). I have added in an extra column to reflect the task type, but there is no way to amend the above automation to include that condition.
What we really need is an automation that includes mirrored columns in its options and reads, or can be amended to:
“When status (mirorred column) changes to something, and only if (dropdown or status from mirrored column) is something, change another status to something”
I feel like the option is so close with the avalilable one in the automations centre, but it just need the flexibility of that + button to be able to add that extra condition in.
