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:
Show the field > Let users name it and rename it after (extra step)
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 ) every single time.
@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?
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?
) every single time.
