Hello everyone - I am trying to collect data that is associated to a first board through a series of connected boards. For example:
A client board with a client column and a project column, through which each client is associated with one or more projects.
A project board with a project column and a training column, through which each project is associated with one or more trainings.
A trainings board with a trainings column and a training sessions column, through which each training is associated with one or more training sessions.
A training session board with a training session column and a date/time column, through which each training session is be associated with exactly one date/time.
What I need to do:
Based on the above information, collect all the training session date/time information for a given client.
make the result visible to each client separately
Optionally: represent the date/time information not as a single point in time but rather as a duration such as “afternoon” or “morning” of a particular date.
All posts I found so far are related to linking/connecting columns across two boards, but no further. What am I missing? Thanks in advance for any help.
So it sounds like you’re on the right track with your connections…
In terms of what you need to do:
Are you interested in collecting the training session information all within the client board? If this is the case, you’d need to connect the trainings board to the client board to log which session aligns with the client.
Alternatively, you can set up a connection in that trainings board (or training session board) that links to the client board, and connect each client to the relevant training session they’re involved in.
Before moving forward, can you let me know if I am on the right track in understanding your end goal here?
I often find myself needing to consolidate incoming items from different boards into one central location for better coordination and visibility. While the current automation feature I use “when an item is assigned to a person” is useful, I’ve encountered a scenario where it doesn’t quite fit my needs.
I’m wondering if there’s a way to enhance the automation feature to enable the copying of items across boards based on the content of a specific column. Essentially, I’m looking for an “if function” that triggers when a column contains specific criteria, allowing for more flexible automation of the copying process.
For instance, if a certain column in any of my boards contains a particular label, keyword, or, I’d like to automatically copy those items into a designated board, irrespective of whether they are assigned to a specific person or not.
This enhancement would not only save valuable time but also ensure that critical information is centralized for easier tracking and management.
I understand that developing new features requires careful consideration, but I’m curious to know if this is something that’s already being considered or if there are any alternative solutions available within the platform.
Looking forward to hearing your thoughts and any insights you might have on this matter!
Thank you for your ideas towards a solution. I tried this and it looks good. Directly linking the training sessions to the clients works OK.
But the problem is that this introduces redundancy: several clients can take part in a project, with the project involving multiple training sessions. When having a direct link between clients and training sessions, I need to repeatedly connect the same set of training sessions to each client. In a relational database, I would retrieve, for each client, the training sessions via the project that is associated with the client. I need to enter the training sessions only once and associate them with with the project.
But maybe monday is not built to implement relational database functionality. Which is OK, but it’s good to know.