How to add an automation
Setting up your automation
Are you using an automation recipe to create items on one board or cross-board? Mapping allows you to select specific column data to be pulled from a previously created item on your board into a new dynamic item. Anywhere in a recipe that has an underlined item field designates mapping.
For example, let's say we have a recurring task that needs to be created on our board every Monday.
Column specific data on your board that can be pulled from a current item into a new item automatically created. Dynamic fields are designated by a blue plus sign on the right side.
Designated by a grey box, this is information that can't be mapped. Instead, if a value is added it will be the same for each auto item added. In the example below, the name, person, status, date, and email can be mapped however the time tracking and location cannot.
For more information on which fields will appear as Static when mapping, check out the Supported Columns section of this article.
Edit, delete, or duplicate
Once you have added Automations to your board, you can toggle Automations on and off using the switch icon. You can also use the three-dot icon to edit or delete the Automation.
There is no way to duplicate an automation within the Automation Center. However, Automations can be duplicated across boards and templates as long as they are toggled on in the Board Automations section of the Automations Center. The following typed of automation recipes are not supported when duplicating or templating a board:
- Cross board,
- time tracking,
- and any automation where you are able to "map" fields in the item.
For more information about how to duplicate a board, check out this article.
You may be wondering how time-based automations work. For example, When date arrives, notify someone. The same time-based automation will run at different times for different users if they have different time zones configured in their desktop settings. Meaning, if your “When” in the aforementioned recipe is set to 9 am, New York City users will be notified at 9 am EST and Tel Aviv users will be notified at 9 am IDT.
As mentioned, time-based automations will run on your local desktop’s time zone. However, if your time zone settings under My Profile are extremely different than your local time zone (more than a few hours), you may see an issue. If this is the case for you and it is essential that these two settings are different, please reach out to our support team at email@example.com and explain a bit about your use case so that we can pass on feedback about this to our team!
A pre-made automation is an automation that’s set up on your board by monday.com upon the board’s creation. In your Automation Center, those automations will look like this:
If your board was created with pre-made automations, those automations will behave somewhat differently than automations you set up yourself. For example, when upgrading from a trial account to a Basic account, these automations will continue to run although the Basic plan does not support automations. However, you still will not be able to add automation to new boards, and when these pre-made automations are turned off, you will not be able to turn them back on again.
How to transfer ownership
A new tool has been added to the Admin section of your account. Now, you can transfer ownership from one person to another person with a few clicks!
To access this new tool, navigate to your avatar > Admin > Users > Automations Ownership.
On this page, use the dropdown menu to select the current owner and the new owner. Click "Change owner" and you're good to go!
- Automation and Integration Actions: Review all the details behind triggers and actions.
Button column: The new button column works with automations. You can set up the column so that clicking the button in the column makes an action occur.
And if you're looking for information on specific categories of automations, check out the following articles: