Hi,
Im new to Monday.com and apologies if there is simple answer I’m not seeing but I have read around and cant seem to work it out.
Board#1 is a “List of clients” with all their information, Board#2 is the “quotes pipeline” where there is a mirror column “client” that connects to Board#1.
When a new quote item is added i can select a client from the drop down menu and all their information is auto-filled.
When “status” in Board#2 changes to “Quote Accepted” the item moves to Board#3 “Prestart”.
The problem I’m having is when the item moves to Board#3 the entry that was in the “clients” column does not transfer over.
what would be the best way to allow and item to move to a new board and retain the information that is being populated by a mirror to a separate board?
Have exactly the same issue here. I need to move Items with connected/mirrored column values from one board to another and would like those values to be mapped accross. Instead, I have to re-select the Mirror column value after the Item is moved which is super frustrating, since all the other data is mapped as expected!
Please can we get this feature added Monday.com folks!
Any update or explanation on this from Monday.com?
To clarify - the feature is there for manual item moves, here the mapping is setup to retain mirror column values from the source board, as long as there is a connected/mirrored column in the destination board. But when performing the move via a Board Automation, the mapping setup only allows static values to be set.
This limitation is preventing us from maintaining well-connected baords that can pass critical data between boards as items move around.
This is indeed something that is not supported by monday. You could create a feature request, but understanding the internals of monday I give you little to no chance this will be implemented in monday.
Now for the good news . There is an app called Match Index Column (see https://monday.com/marketplace/129). If your client names (or numbers) are unique and you don’t need to update the client details from the boards#2 and boards#3 this app might be the solution for you. The fact that you can’t change customer details in boards using the customer data is a good thing as you only want to change customer data (like their address) in the source board holding the actual data.
In all boards (board#2… etc) you add the integrations provided by the app to get the details from the customer source boards. Those integrations require a key (customer number?) and you specify which data need to be kept up-to-date. Something like this:
When you move an item by automation (e.g. from board#2 to board#3) and the same integration
is present in board#3 you don’t even have to copy the customer details (like address), only the name of the item and the “key” you specified is enough. The integration will recognize the new item in board#3 and will fill in all the customer details based on the “key”.
While I do appreciate your reply and the complicated structure of Monday.com, I really think this needs to be revisited.
The mirror columns are a fantastic addition to the boards which allows us as customers to create links between our data from different boards. However, the fact you can’t move a simple item which has a mirror column from one board to another and retain the mirror information, for me, is a greatly miscalculated decision by the developers upon releasing this feature. Surely, knowing their customer base and usage of their service that moving items from one board to another is an important aspect to why customers love their product.
Moving items from board to board using automations is a necessary work flow for any business and to ignore this from the outset doesn’t instil confidence of the decision making from the developers at Monday.com.
We’re pretty much operating with our hands tied around our back due to this issue as we’re heavily reliant on our mirror columns. Now we can’t move our items from one board to another as it will break our mirror links and further decrease our productivity time in setting them back up on the new board where the item has been transferred too.
I would greatly appreciate for one of the @monday-team to respond to this issue request and explain the reasoning on why this can’t be done or if it will ever been considered, as essentially, you are nullifying customers from using mirror columns that wish to move items from board to board.
You are a life saver, after reading the forum thread you mentioned I managed to identify the exact problem with my mirror column not copying over to a new board with the data.
Board A and Board B must have the same column name which wasn’t necessary my issue at hand, however, on Board A in my mirror column, I had set up “two connections” but in my Board B it was only showing as “one connection”. I updated the mirror column on Board B to include the same type of connections and then tested it and it worked! The mirror column data was migrated over to the new board.
I wans’t aware that the same connections have to be on applied to both boards or it will break the data connection.
. There is an app called Match Index Column (see 