Item status change based on item name

We have items with the same name within different groups on the same board.

What I’m looking for is a way that when the status is changed in one item then all the items with the same name have their status updated to match.

Anybody got a solution?

TIA

1 Like

You could potentially do this with a dependency column, but you’d need to have one “parent” item that all the same named items connect to. Then create an automation that updates status for child items based on the status of the parent. The status would only update when the parent item changed, not any of the children.

Not sure if this setup is what you are looking for, but there’s currently no way that I know of to do exactly what you want.

Another solution may just be to change the LABEL of the status manually, and all the items set to that label would show the new text/color, but this change would be cosmetic, not able to trigger automations, for example.

Hi Andrew,

This can be done with the Advanced Formula Booster, a 3rd-party formula app that revolutionizes creating formulas in monday.

  • For once, it doesn’t use the formula column at all and is able to cast formula results to any type of columns.
  • It also offers a 100-line editor to write your formulas.
  • It allows you to use variables.
  • It gives you access to all items in any of your boards.
  • There are many other unique features, but these are the ones used in this case scenario.

Demo
StatusSync

 
Formula Syntax

  • Line 1: Gets a list of the positions of all items with the same name as the current item and stores it in the [All] variable.
  • Line 2: Gets the position of the current item (the one the status is being changed) and stores it in [Current]
  • Line 3: Removes [Current] from [All] and stores the result in [Others].

We now have a list of the positions of the items which status should be synced with the current item. To modify their status, we use # (called the position indicator) on {BoardItems.Status}.

{BoardItems.Status}=“Done” would modify all items of the board.
{BoardItems.Status#[Others]} only modifies the positions contained in [Others].

 
Automation
You only need one automation for this to work:
2024-07-25_18-33-04

Hope it helps.

Could you explain the dependency in more detail as that sounds like it would work.
At the moment I get dependency based on a time column, and also not sure about the parent/child setup.

TIA

Functionality looks good, but as most of the ops are through my seat the pricing is limited to 750ops/seat/month so too limited

Andrew,

The number of ops should be looked at from an account perspective. If you have 10 users, you get 7.500 ops no matter which user uses them.

If you feel the number of ops is too limited, contact me through a private message here or at info(at)mdboosters.com and we’ll work it out.

Hey @abonsey, @jholmes

One way to approach this is to connect these items via connected boards column and then to sync their values.
We’ve developed an app called Connected Boards Automations which allows to do exactly that.

Automatically connect items (with the same name as an example) →

Sync values afterwards →

Also worth adding that it also supports -

  1. Automatically connecting items based on conditions and flexible logic.

  2. Automatically removing connecting.

  3. Syncing values between connected items.

  4. Cross-board automations (trigger in the connected board and action in the current board)

You can find it in the monday.com app marketplace in the platform or here - Connected Boards Automations - monday.com App Marketplace

Hope that helps!

Thanks for the info, but we’re working within the same board, but different groups, so I guess that would not work?

Sure, first add a dependency column, when it asks in the second window what type of dependency you want just press cancel, it doesn’t need to be connected to a Date column.

Then in your board connect some items to the “Parent” item. Here’s an example.

Now in automations search for “dependency” in the templates tab (don’t make your own recipe). Add the one that looks like this:

Setting this up is hopefully straightforward. You’ll need one automation for every status you need, but you should be able to just duplicate the automation and edit it quickly.

Now when you change the parent item’s status the other items will also change their status.

One important issue to note: I’ve had problems recently with trying to connect more than 25 child items to one parent. I don’t know if this issue has been fixed, but what you can do to work around it is to not have all the items connected to the parent. Instead, connect the items past #25 so that they’re dependent on one of the other same-name CHILD items (as long as it won’t be deleted or archived). When that item gets updated from the parent, it will update it’s own children, like a chain.

Hope this helps!