When an item is created, duplicate a board template

Hi i am new to Monday.com and want to create an automation.
for context, I want to automate a board creation. i have a board called ‘new hires’.
When i create an item on the ‘new hires’ board, i would like it to automatically duplicate a board template.
how do i do this on Monday.com apps?

any help would be greatly appreciated

hi @lydia

Will this one help you?

image

I don’t think there is an automation that dies create a new board on item creation, maybe you can use a status column for it?

1 Like

I think this will work! Thanks!

Hey @lydia,

I’m glad @basdebruin was able to help :slight_smile: Truthfully, he’s the best and I would honestly recommend the same thing.

Let us know if you need anything else! :star:

-Alex

Thank you for your kind word Alex :slight_smile:

Being detailed focused as I am I think a little warning is in its place here. Remember automations run under the user credentials of the user who added the automation to the board.

So when user A added the automation and user B changed the status to trigger the board creation and chooses either “private” or “shareable” board type, the board will be created with user A being the owner of the boards and user B (who changed the status) wondering why she/he has no access to it.

The phenomena can be solved by either creating an App yourself or by using something like Integromat where you can get the userID of the user B (the one that triggers the board creation) and add that user to the list of board owners.

2 Likes

@basdebruin

Thanks for making that clarification and that is indeed a great point :slight_smile: I appreciate your heads up here.

-Alex

Is there a permissions setting that doesn’t allow the above automation recipe to be shown? I am trying to make an automation that would create a new project board when the status of something changes. When i go to create a custom automation, it doesn’t have the option to create a new board.

Hi @plewis!

Ahh yes-- I believe you’re asking about our custom automations.

This is a feature that we are still coming out with, so you wouldn’t be able to create a new board with a custom automation recipe just yet.

If you’d like, I would be more than happy to forward your feedback to our Product team.

For the future, I would definitely recommend starting a new community post! You can gain more visibility into your question that way.

Best,
Helen

Helen,

We have Monday installed for use in our corporation and someone from another team used the exact Automation displayed by basdebruin in December. However, on my board when I try to create this custom automation I do not have a “create a new board” option so is this something blocked based on permissions?