Monday docs carrying over in board to board movement

Hello!

I have come across an issue where I am moving an item from board A > board B.

Board A has a “monday Doc” column
Board B does too. (Same Name)

When I am doing a ‘move to board’ automation, I don’t see the ‘monday Doc’ field as an option of where to put it.

The monday doc does get transferred in this case but I have no control over where it goes if there are multiple mondayDoc columns on board B.

On top of that – If there is no ‘monday Doc’ column in board B, the file does not get transferred with the item and is no longer viewable. Where did it go? Please let me know if this is a bug or there is functionality that I am not aware of.

Thanks in advance!

-Drew

1 Like

Hello @DrewBeFree !

I believe I know what your problem is.

Relatively recently monday created a separate column for monday docs , which is different from the files column ( files column can “have” any file,while the monday docs is only for monday docs).

When creating an automation like you did, it only allows you to transfer files from-and-to file columns.

To be honest, I am not sure if this is intended and this change has yet to be implemented, perhaps @BiancaT can shed some light on this :slight_smile: .

Hope this helps!
Giannis, Implementation Consultant at thespelas.com

Hi! I am actually running into the same issue. We have a template doc that we want to use across projects and when embedding it as a “file” it takes too many steps to get to the template. Would love to be able to transfer a monday doc across boards