I have about twenty boards set up for team members to log their work. My automations are configured to first create an item on the Completed board and then, 15 minutes later, move the remaining item to the users tracking board. There are three number columns for team members to fill in: Subtotal, Fee, and Surcharge. Of these three, only the Surcharge column is auto-filling with a value of 2, regardless of whether it was filled in previously or left blank. This auto-fill issue occurs only when the item is created on the Completed board—not when the item is moved.
The metadata within the Item drop-down in the automation is identical for both the create and move actions, so I’m unsure why Surcharge is the only column affected.
I know I could rewrite the automation to duplicate each item, move it to the Completed board, and then move the duplicate to the user’s Tracking board after 15 minutes. However, given the number of boards and operations involved, this would be quite time-consuming.
If anyone could shed some light on why this one column is auto-filling, or if there’s a workaround, I would be extremely grateful!
Hello @Terra.H, Welcome to the community. Thanks for sharing all the details!
It sounds like a puzzling issue with that Surcharge column specifically. Since the auto-fill behavior only occurs when the item is created on the Completed board, here are a couple of possibilities and potential solutions:
Default Value Check: Double-check if the Surcharge column on the Completed board has a default value set to 2. Sometimes, even if it’s unintended, columns can have default values that only apply on item creation, not on movement. If this is the case, removing or adjusting the default value may solve the issue.
Automation Conditions: Since the automation is set to both create and then move the item, ensure there’s no hidden condition applied in the Surcharge column settings within the automation itself, as this could be triggering an override specifically during item creation.
Workaround with a Formula Column: If adjusting the automation isn’t feasible or doesn’t solve the issue, consider adding a formula column on the Completed board to calculate the surcharge based on other data inputs. This way, it wouldn’t auto-fill with a fixed value but would instead dynamically pull the intended data.
Contact Monday Support: If none of these steps work, it might be worth reaching out to Monday.com support. There could be an issue specific to how the system handles your Surcharge column in relation to item creation versus movement.
Hopefully, one of these suggestions helps! Let us know if you discover the cause!
This was a collection of boards that I had taken over managing from someone else. I did find a setting for auto-filling columns on the Completed board which was the answer I was looking for.