Hi!
I could really use an automation such that when a status on a given item changes to something, an update is automatically created on that (or another) item.
This would be super useful in a workflow where one item signals project or phase complete. By posting a comment I can tag people, or note the date it changed and post an update, etc.
Does this custom automation not give you what you want?
Jim - The Monday Man (YouTube Channel)
Watch Our Latest Video: The ITEM ID column - What most people don’t know.
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Hi @JCorrell ,
That is close to what I want, but not quite it. I want to be able to create an update if a specific item/pulse has a given status.
So:
Row 1
Row 2
Row 3
If Row 3 has the status of Done, then post an update in Row 3, etc.
For stepwise processes, this would let me tag people or automatically add a comment on specific items when the status is switched. For example, if the item is for a project review and someone completes it, we can automatically update with a comment tagging people, noting the date, etc.
Thank you for thinking through this with me!
I’m not sure that I completely understand… but assuming for a moment that I do…
Whay if you added another “Type” status to identify the item and used this automation:
Jim - The Monday Man (YouTube Channel)
Watch Our Latest Video: The ITEM ID column - What most people don’t know.
Contact me directly here: Contact – The Monday Man
This is a good idea, but won’t work for my use case. Essentially each board is a project, and each project has 120 steps or so. I essentially want to flag 5 of those and perform automations on just those, so when a specific one gets marked, make an update or notify someone, etc.
What I really need (doesn’t exist) is to be able to select from the list of items I have in rows and say, when status changes to done on {Item I select} then DO this…
Hi Fred,
I’m pretty new to the community, but does this meet your use case? It’s similar to something I’m working on. We also have boards as projects with ~100 or so tasks in them, and want to automate or notify when some critical ones change status.
We use a Dropdown column called “Activity Flag,” right now we have Milestone, Event, and Meeting as the flags. Then you can use the below custom automation to do what you want I think. The Activity Flag implementation also has a bunch of other flexible, helpful use cases… like we use it as a filter to create a Calendar view of upcoming project Events pulled from the low level project boards.
@Daniel, sorry for the long delay in response. Something like this might have worked on some level.
We had all of our projects listed in rows, and what I was hoping for was that when someone marked done on a project (row) it would automatically add an update comment so I could tag someone, pass key info off, etc.
I could have probably used your solution to send a notification or something with that info.
Hi all,
new to Monday, is it possible when the satus is changes to done, it will auto create a new card and the name/title of that new card will be something like:
CR - “Title of the previous, changed to done status”
Thank you all!
Hi @nferreira ,
What is the specific use case here? You could set an automation so that “When status changes to done, create item” or “create item in board”, but I don’t think there is a way in vanilla monday to create a new item using the name of the old item.
This post on auto naming sort of discusses the topic and suggests using a formula column to copy some data, but calls for API to leverage the project name.
Hi @FredBaker ,
thank you for your prompt response, it might work with Power Automate integration, will check asap.
Thank you!
