Hi there, I’m trying to set a form automation to create a new board from template when item is created. It appears that all the settings are correct, but when the form is submitted meeting all of the requirements, it does not create a new board. Does anyone know where I’m stuck?
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When setting up an automation in monday to create a new board from a template when an item is created, it’s important to ensure that all aspects of the automation are correctly configured.
Is the item created with all those status already applied? If the status is changed after creation I assume the automation would not run. It would be if status changes to X ? I assume you have simplied back to try only 1 scenario to see if it runs to help narrow where the issue is? Do you have the option of adding this a a workflow in your account rather than an automation? (Enterprise plan)?
Here are some other steps and considerations to help troubleshoot and resolve the issue:
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Template Permissions:
- Ensure that you have the necessary permissions to use the board template. You should have access rights to both the original board and the template board.
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Automation Activity Log:
- Check the automation activity log to see if there are any error messages or indications of why the automation might not be working as expected. The log can provide insights into what might be going wrong.
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Test with a Manual Trigger:
- As a test, try manually creating an item in the board to see if the automation triggers correctly. This can help determine if the issue is with the form submission or the automation itself.
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Contact Support:
- If everything seems correct and the issue persists, consider reaching out to monday. com support for further assistance. They can provide more specific guidance and check if there are any issues on their end.
By following these steps, you should be able to identify where the problem lies and take appropriate action to resolve it.
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