I have been playing around with Monday.com CRM for the past 3 months, I’m having a hard time connecting boards so they display key pieces of information.
I have 1 board which is used for Opportunity capturing - this board handles the opportunity from discovery to order receipt from the customer. This board contains a connected column, when the user adds an opportunity they select from the connected column which account the opportunity relates to, this information then appears on the connected accounts board.
The challenge I am facing is that I have another board which monitors the progress of the opportunity from the point of it being ordered to when it gets invoiced. I built a workflow which triggers when the opportunity stage is changed to “Closed Won” it will create a new item in an “Opportunity Orders” board, the first column of that board needs to contain a unique id followed by the account name, then various fields will follow.
The flow is working relatively well, but I cannot seem to get the account name to appear, this is what it looks like, I’m guessing its because its from a connected column.
Has anyone else come across this issue, how did you overcome it? it’s really stressing me out as it’s the key piece of information I need to be able to transfer across all of my boards.
I’m unsure how to solve that with connected columns but we did develop an app that helps in these kinds of cases of linking items from board A to B and C with their relevant columns.
With the Lynx app you can create a relationship template, which is basically saying how your opportunity board relates to the accounts board and the progress board and which columns should be linked.
Then you can create an automation which will be “When Status changes to Closed-Won link item using Relationship Template”, this will create the item with the columns you configured in the target boards and whenever there’s an update in any of the boards it will sync this information across all the linked boards.
Yes this is a fairly common limitation in Monday automations and you are on the right track with your assumption. The reason you are seeing the long ID string instead of the account name is because automations cannot currently resolve values from a connected board into text when creating a new item. When the automation runs it only passes the internal item ID from the connected column rather than the display name of the linked item.
There are a couple of ways people usually work around this. One option is to add a mirror column on your Opportunity board that mirrors the account name from the Accounts board and then use that mirrored column in the automation instead of the connected column. Automations can read the mirrored text value correctly and insert it into the new item name or a text column.
Another approach is to create an automation or integration that runs after the item is created on the Opportunity Orders board and then links it back to the original opportunity or account using a connected column. Once the boards are connected you can use mirror columns on the Orders board to display the account name rather than trying to bake it directly into the item name.
If you absolutely need the account name in the item name itself some teams also use a third party tool like Make or Zapier which can fetch the connected item name via the API and then update the item name after creation. That gives you much more control than native automations.
You are not doing anything wrong and unfortunately this is just one of those edge cases in Monday CRM that causes a lot of frustration. Using a mirror column for the account name is usually the quickest and cleanest fix.
Hope that helps and you are definitely not alone with this one.
