Tip Tuesday - How to Delete a Connected Item in a Master Board Setup

Hi Everyone, Welcome to…

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Here at Green Llamas we take pride in being an active member of the monday.com communities. Every once and a while we come across a question that requires a creative solution and we’d like to start sharing some with all of you.

Today’s #tiptuesday:

HOW DO I DELETE THE ITEM(S) CONNECTED TO ANOTHER ITEM IN A DIFFERENT BOARD?

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This was brought forward from a “Master Board” setup. The master board contains all the items from multiple boards and the items are then mirrored down to the child boards. When I delete an Item from the Child Board or the Master Board, I want its corresponding connected item to be deleted.

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Although the items are connected, when you Delete the item in one board it will remain in the other board. In a Master Board setup, if a task is deleted we want to ensure it is removed from both the Master Board and the Child project board for consistency.

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We cant use the standard delete option unless we want to manually delete it in both boards so instead, create a new status option called “Delete” in the Master Board and then add a new hidden status column on the child project board template called (delete trigger) with a status option of “Delete”.

We then set some simple automations on the each of the board to manage the process.

On the Master Board:

We add a single automation to delete the Item on the Master Board when the Status changes to Delete. Remember, this status is mirrored to the Child Project boards as well.

Then on the Child Project Template board, add the following two automations:

Since we cannot use a mirrored column to delete an item, we trigger the change of the mirrored status of Delete to change the hidden (delete trigger) column to Delete.

We then use the (delete trigger) column to delete the item from the child board.

Now, whenever the Status is changed to “Delete” on either the Master Board or the Child Board(s) the item will be deleted on both boards!

Of course, this is a specific example but could be applied to a number of combinations!

If you have any questions or would like to learn more feel free to reach out any time!
Also, check us out online to learn more about what we do!

Keep those Projects and People Green!
Mark

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