Subitem Automations: Adding a date to changes the status of a subitem column

Platform discussions
,
1

Howdy. I could use some help with an automation.
I have a status column and a date column in a subitem. I would like an automation so that when a date is added to the subitem date column, it changes the status of another subitem column.

I tried the SubItem Automations app, but didn’t see something that applied exactly to this situation. I also didn’t see that I was able to change the templates in it.

Any suggestions?

2

So you want one subitem to change another subitem? I can’t think of a way to do that. What’s your use case, maybe I can help think of another way?

3

Monday does not have a concept of order (like next, previous). To be able to do something like this you need to add a dependency column (with no action) on your subitem. You can then use two automations like this:

image
image947×133 10.6 KB

The second one sets the status of the item where a date is changed to “Working on it”, the first one set the status of the dependent subitem to “Ready to start” when the subitem status is changed to “Working on it”. Your question is not 100% clear but I suggest to play around with the dependencies.

4

Hi Megan!

Shanine here from Mindflows. I agree with Bas de Bruin. One of the best ways to achieve this would be using automations with the dependency column. Otherwise, if it’s complex, I would suggest using Make.com/Zapier to be able to achieve this.

Hope it helps!

Best Regards,
Shanine

1 Like
5

Hi there. I use the subitems to onboard new employees. The subitem lines are the tasks that need to be completed like: HR initiate background check (BGC), then new hire completed BGC authorizations, and finally, BGC resulted. In order to track the status of these items, I have a date column as to when each action was completed. For example, if 72 hours has passed and the new hire still has not completed the BGC auths, HR will reach out to the candidate. I add a date when the item has been completed, and then I have to change the subitem status column to completed. I would like an automation so that when I add a date to the column (for example, the date that HR initiated a BGC), it automatically updates the status column to completed.