Hi,
I am working on connecting boards that share information (due dates, labels, text entries, and status) and was wondering what the best way for my approach is.
I do the following:
We have a high level board. Whenever a project can start, a new low-level board is created from a template. Due dates and general status need to be connected.
When in the low level board a certain status arrives, the item appears on our release board. Between these boards, we need to share due dates, status columns, label columns and text columns.
I tried an automation rule with connecting boards with automatically updating dates, but status and label columns cannot be shared that way. So my only way is to mirror these columns. But: Every time I create a new board and item on these boards, I need to connect the item in my mirrored columns.
Is there an easy way to solve this? I looked up a lot in the knowledge base, but somehow I cannot find a way that updates all of this info automatically. Or is my only option just using the mirroring feature?
This will create a new item on another board everytime a new item is created in the first board and connect the items through the Connected Board and Mirrow Column.
You can also set another automation to create the item when a status column changes to something:
Hey I think you need to looks for apps like
Same Item Multiple Board or Item Sync
these apps allow you to connect item in one board to another, Is this enough for your use case?
GCavin
(Gilles Cavin - Reinventing Formulas in monday.com)
4
Hi Birgit,
If you’re willing to use a 3rd-party app, called the Advanced Formula Booster, you don’t even need to create a connection between boards, nor to connect items together.
Demo
Here is a quick demo. We start in the low-level board, change the Status of the item to Done then switch to the High-Level Board to see the values of the low-level board item copied to the high-level board item with the same name:
Formula
All you need to do is create 1 formula in the Low-Level Board. Here is its syntax and the result of the simulation on Item 2.
The first line looks for the position of the item with the same name in Board2 and store it in [PosInHL].
Then using the position indicator (#[PosInHL]), we set the Status of the item in the High-Level Board (Board 2) to the {Status} of the current item
We repeat the same operation for the {Quantity}, {Date} and {Text} columns.
As you can see, an Advanced Formula Booster formula can update multiple columns at once. Even in a board other than the one the automation is set in.
You can use variables (like [PosInHL]), up to 100 lines of code, etc. This is why we pretend that this 3rd-party app revolutionizes formulas and automations in monday.com.
Automation
A single automation is necessary:
Again, you don’t have to add a Connect Board column, nor do you need to connect items together which is a huge time saver. The connection which is done in the first line of the formula by retrieving the position of the item to update in the high-level board is based on matching item names. This is for demo purposes. You could base it on anything you want (even a combination of columns) and even connect more than 1 item.
We’ve developed an app called Connected Boards Automations. Which allows to run robust automations on connected boards column. If your items are connected you can make sure that the values are synced.
