Sub Item Owner Assignement

Hello,

I would like to have an automation that anytime a person is assigned to an item, that person is also assigned to all that items subitems. Is this possible?

Hi @nsheetz86 :raised_hand:

You can create an automation recipe that says “When [person] is assigned, then assign [person] as assignee of [subtask person column].”

The downside of that is that I have yet to find a way to make the subtask assignment dynamic.

Let me know if that helps!

Tanner
Monday.com consultant
Elevate Business Operations
tanner@elevateops.io

Hi @tanner_elevate!

Thanks for the input. That is helpful. However, because our team changes to often I am looking for a more dynamic way of doing this automation.

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@tanner_elevate can you elaborate on how to do this? I could not assign person to subitems when item has person assigned

I need this too! Did you ever find a solution?

Is there any way to to the same thing but upside down :

When I assign someone in a subitem, this person is automatically assigned in the same column in the item. i.e. :

Item : John + Claire (automatic)
Subitem 1 : John
Subitem 2 : Claire

This is a pretty easy task for a 3rd-party app called the Advanced Formula Booster which reinvents the concept of formulas in monday.com.

This app allows you to create formulas in its own editor (using up to 100 lines/instructions), using variables to temporarily store values, etc. It breaks free of the formula column which means that the results are casted to any type of columns you want. It also presents the advantage of being able to read/write to columns of the item you run the formula on, but also the previous, next, parent or sub-items.

In this case, you would create a simple formula:

2024-02-22_10-07-24

Then you would create an automation to run the formula “When Owner is assigned”:
2024-02-22_10-13-27

Here is the result:

SubitemsOwnerAssignment

Hope it helps

Hi Franck,

If you click the … button next to the Owner column of your subitems and select Show Summary on Parent Item, it will add a column to your parent item which will contain all the owners of the sub-items.


Looking for a simpler way to write complex formulas? Check out the Advanced Formula Booster at https://mdboosters.com. It’s a convenient third-party app that simplifies formula writing. With it, you can spread your formulas across several lines, utilize variables, and access dozens of functions not found in the standard formula column.

Thank you Gilles - it’s perfect

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Hey @nsheetz86 & @KSP

We developed an app called subitem automations that’s can solves of this use case. Here’s an example.

When you assign a person to an item it automatically assigns that person to all its subitems →

You can find it in the monday.com marketplace in the platform or here - monday.com: Apps Marketplace

Hope that helps!