Setting field value via automation

I’m looking set a field on a parent item, based on the value of a subitem.

Scenario:

The subitem ‘Name’ column houses the name of a product. I created a formula field to return ‘True’ / ‘False’ when item ‘X’ is in the name. If True, I want to set a value (at the moment a label, but open to alternatives to make this work) on the parent item.

I’m hitting a roadblock with Automation and wondering if I am missing something.

Thanks!

Hi @Freddy - there is not a way to parse the Name column (or any text column on parent or subitems) for specific text in monday without the use of integration tools such as make.com or zapier. There are likely some 3rd party apps that may manage this as well.

If you need a hand building out a scenario in make.com or other tools feel free to reach out for assistance.

Thanks!
Mark

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