I would like to create an automation that, when triggered, creates a subitem and fill in the values with info from the parent item. Seems simple enough but doesn’t appear to be a supported feature. So I am asking for advice from you smart folks: What is the best way to go about accomplishing this? I gather Make can do it, but is it overkill for a single automation? Is there another way?
Any and all feedback will be appreciated!
Hi
We’re a Global Gold [Monday.Com] partner with over 20 years specialising in Workflow and Content in many industries.
This is possible via make, You would have a button (or other trigger) column on your Monday board for the parent task.
When you clicked the button against the parent task this would trigger Make to collect the parent ID and values, create a new sub item or multiple sub items for the parent and apply any of the values you needed against the subtasks
If this is something you would like us to help setup for you, we can arrange an initial free scoping call
You can contact me on
dan.ingham@iointegration.com
Many thanks in advance
Dan
Hi @psperry - There is also an app released recently called Autoboost that will take the values of a parent item and apply them to the subitem on creation.
Hope this helps!
Mark
@mark.anley @DanIngham-IOI @psperry @psperry Great news! You can now link boards sub-items via automations 
- using VLOOKUP marketplace app since our latest update 3 weeks ago. Let me know if you have any question.
Hey thanks @Nir-Jetpack! I completely forgot about this new addition!
Mark
Hi there,
With our Subitems Pro Automations app you can automatically copy parent column value to subitem column on creation:
This automation can be configured for all columns you’d like to have copied.
Alternatively you can create a connection between parent item and subitems using connected boards column and then mirror parent columns to subitem. To automatically link parent item to created subitem you can use following automation:
If needed those mirror columns can be then copied to standard subitem column with:
If you have any questions or requests for custom automations, feel free to reach out to us!
If you have enterprise, you can do it with Workflows feature.
