Portfolio Project Templates Broken

It seems a recent update to how templates are organized has broken the “Create from Template” option within the Portfolio solution.

Up until yesterday, I had a project template that was accessible in the template dropdown within the Portfolio. Today, it would no longer create a project from that template. I went to the template, selected “Remove from Templates,” then re-added it, at which point I encountered a new pop-up stating the template would now move to the Template Center. I had the option to make it either a managed template or a standard template - odd way to learn about a new feature btw. After clicking OK, I returned to the Portfolio, but now the template doesn’t even appear in the options.

This is very frustrating, especially for a platform as large as monday.com. There was no notification to admins about this change or the introduction of this new feature, and worse, this update has disrupted critical functionality. Can someone from @MondayAdmin please clarify how this happened? We rely heavily on the Portfolio solution, and this issue has removed one of its key benefits.

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Hi @MarkP

Just for some background (I’m not monday and can’t fix this). With the introduction of the new template center the monday platform is returning a templateId in stead of a boardId from the UI element where you can pick the template for new board generation. In one of our apps we use the same UI element and that app was broken due to this undocumented change. We had to redesign the app completely to handle this change in the platform.

I guess the same redesign need to happen with the Portfolio solution. I advise to contact monday support. Feel free to reference support ticket 3534356 which contains the exact same issue.

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Hi @basdebruin ,

Thank you for your reply and suggestion. I sent a note off to monday support and referenced your ticket as well. Hopefully they address this soon.

Hi @basdebruin

Monday support reached out and had me try a few things to remedy the situation and the one that worked was turning off the new template center in monday.labs
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Hi @MarkP

That is OK for now. Please be aware that this feature is currently rolled out without the possibility to switch it off through monday.labs. Not usre if monday support mentioned that :slight_smile:.

I have a ticket open for this kind of thing as well. Support is telling me its my fault. Somehow I’m using templates that aren’t in my account even though the recipe control lists the template. Monday’s inability to ever own their own defects is infuriating sometimes.

hi @codyfrisch
To add to this: when you are using the UI element to create a board from template (for integration apps) you will notice you get a different Id returned. When the template is not added to the template center the Id returned is that boardId of the template. You can do any API call on that boardId. When the template is in the new template center (or editor) the returned Id is the templateId and you can’t do any API call against that templateId. What is really frustrating is that this is a silent rollout that is a breaking change for many apps.

Yes, in spite of posts like this. Unable to create boards from template using API - #10 by Matias.Monday

I just submitted a ticket for this same issue - I was able to use templates in Portfolio up until about a week and a half ago; now it only shows Standard. I thought it would be fixed with the last roll out and why I waited to submit - but no dice.

Sadly this didn’t work in our instance to fix the issue :frowning: