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Hello! I am trying to set up two separate Monday Boards (Board 1 and Board 2) with the same group, item and subitem names in specific cases. I will use an example to simplify the issue: 

Example:

  • Board 1 Item Name: “Zapier 11-2024”, subitems: “person1”, “person2”, “person3”

I have a Monday automation that creates an item on Board 2 with the same name: “Zapier 11-2024”.

  • As soon as “person1” status changes to “Done”, I want to create a subitem on Board 2 on the parent item with the same name (“Zapier 11-2024”) as on Board 1

The issue seems to be in mapping Item names when creating a subitem, with Zapier seemingly only able to create subitems on static items, or mapping Item ID (also unique), which would not be ideal. 

I tried a lot of ways, and the furthest I got is creating a “helper” board which converts those “Done” subitems to items and has a text column with the parent item name, in hopes that I could map the parent item name to Board 2.

Can you please help with Item name mapping, or provide a different solution? Thank you in advance!

Hi ​@figarch17 

For us to have more info about the error, post screenshots showing how your Zap step is configured in EDIT mode with the field mappings visible.

Hi ​@figarch17,

 

Welcome to the Community.

 

To create a subitem on Board 2 corresponding to a subitem on Board 1, you can store the Board 2 item ID in a new column on Board 1. Use a Zapier multi-step Zap triggered by a status change to "Done" on Board 1. The Zap searches for the corresponding item on Board 2 using the stored ID and creates a subitem. This setup ensures proper mapping between the boards.

 

Let us know if you have further inquiries.

Hi ​@Troy Tessalone and ​@JammerS,

 

Thank you very much for the help!

 

I managed to fix the issue with your suggestion, but by using Monday mirror columns, mirroring Board 2 Item ID to Board 1 and then searching for it with Zapier when creating the subitem. 

 

Thank you again 🙏🏻

Wow! Thank you for sharing your resolution that got the Zap running. This will significantly help our Community members to have as a reference for the same issue.

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