Item Name from Formula

It would be helpful if we had the ability auto-populate Item Names using a formula based on data from other fields. Some Monday competitors offer this functionality — I know Airtable in particular does — and it’s incredibly helpful for things like continuity, access control, and overall user-efficiency.


Here’s the Problem:

If you have a form open to submissions, the only options for naming new items are:

  1. Show the field > Let users name it and rename it after (extra step)
  2. Hide it > Manually add it later (extra step)

But, let’s say you need item names to follow a specific format upon submission to include data from other form fields like submission date, request type, request number (via auto-number field), invoice number, account number, etc.

Right now, there’s no way to do this - even with custom automations.


Example Use Case for Consideration:

  • Someone submits a new campaign request via form
  • The Item Name is a formula field that’s hidden on the form: CONCATENATE({Product Name}, " ", {Campaign Type}, " Campaign | ", {Submission Date}, " - No. ", {Request No.})
  • Once submitted, the item will match the desired naming convention:
    ‘Monday Awareness Campaign | 01/18/22 - No. 12492’

So, to recap — in instances when items need specific, form-based names, without the option to make the Item Name a formula field, it currently requires manual input (aka: additional effort that frustrates users :sweat_smile:) every single time.

Hi @Emma!

Here’s a possible solution for renaming the item upon form submission. (watch quick video). I hope this helps!

Have an awesome day!
Best,
Tonya
Lucid Day

Hello @TonyaM,

Is the video you linked still relevant and available?
Because I can’t seem to reach it via the link in your post.

What is the suggested solution?

Thanks,
Dan

Hi Dan!

Here’s the link! https://www.loom.com/share/54b4daba0790493e8eaf62a6cf268562

Best,
Tonya

@TonyaM
hi Tonya,
Thanks for sharing, I’m trying to use this automation, when I select two columns (both linked to connected boards) to use to create the subitem name, it just repeats a single column. I can use other columns, but whenever its a connected board column, i can’t get them to merge the two names. Any suggestions?

Gaurav

Hi Gaurav,

I have a clarifying question, are both connected boards columns named the same thing or are multiple boards linked in the same connected boards column?

Best,
Tonya

Hi Tonya,
The columns have different names:



Thanks,

Gaurav

HI Tonya,

This looks great, but the item name app doesn’t seem to be available to me. Is this only licensed in certain countries? I’m in Canada.

Hi @TonyaM,

Looks like this solution is not available anymore?

Kind regards,

Roy