Removing an item from every board it's connected too

[manderson (Meghan Anderson)]

Hi! Is there a way to remove an item and have it placed into a “Closed/disabled” group for every board?

For example this is what I’m working with:

I have a master property list that all of my properties are put onto first
Then all of the properties go to their respective boards when they are up for renewal, taxes, move ins, move outs, etc.
BUT, we have properties that end up not staying with us forever so they end up being sold or closed.
When this happens, I change the status to “sold/closed” and the property is moved to a group below called “closed”.

The dilemma:
I need the property removed from every board it’s on/tied to. So if 123 John Doe is on the master list, taxes board, LLC board, how can I remove them from all boards without having to change the status on every board?

Is there an automation for this?

Thank you for your help and let me know if there are any questions!

[mark.anley (Green Llamas Consulting)]

Hi @manderson - If you use a Connect Board column to connect the items together (2-way) then mirror the Status from the master property board to the other boards. Then use the following automation (which supports mirrors), to change the local status columns and trigger them to be moved/deleted:

When mirror status changes to sold/closed then change local status to sold/closed

When local status changes to sold/closed then move to closed group

Hope this helps!
Mark

monday.com + Green Llamas

[Fantasy-Media-Team]

Hey @manderson

We’ve developed an app called Connected Boards Automations. Which allows to run robust automations on connected boards column, here’s how it can be used in this case →

Also worth adding that it also supports -

1. Automatically connecting items based on conditions and flexible logic.

2. Automatically removing connecting.

3. Syncing values between connected items.

4. Cross-board automations (trigger in the connected board and action in the current board)

You can find it in the monday.com app marketplace in the platform or here - Connected Boards Automations - monday.com App Marketplace

Hope that helps!