Getting started
Subitems in monday.com can be tricky to automate, but they’re crucial for complex workflows. Subitem Pro Automations makes automating subitems simple and efficient.
Installation
- Click here to visit the installation page.
- Specify the workspaces where the app should be installed.
- Click Install.
Pre-build automation recipes
Subitem Pro Automation introduces a variety of automation recipes to help you automate your subtasks. They are grouped into the following feature sets:
- Subitems Pro Automations - subitem automations for most use cases, not fitting any other group.
- [Formula] Subitems Pro Automations - subitems automations for automating formula columns (either item formula columns or subitem formula columns).
- [Mirror] Subitems Pro Automations - subitems automations for automating mirror columns (either item mirror columns or subitem mirror columns).
Below you can find a full list of introduces automations with the same order as they appear in the marketplace in each group:
Subitems Pro Automations
- When all / some / no subitems have status set to something then on parent item set status to something (see demo video)
- When status changes to something delete / archive all subitems under item (see demo video)
- When status changes to something delete / archive subitems under item with status set to something
- When column changes copy parent column value to subitem column for all subitems
- When a subitem is created copy parent column value to subitem column in created subitem
- When a subitem is created change its name to dynamic name (based on parent columns)
- When a subitem is created prefix / suffix its name with dynamic name (based on parent columns)
- When a subitem is created link parent item to subitem connected boards column (see demo video)
- When item is created create number (item column) subitems
- When status changes to something create number (item column) subitems (see demo video)
- When column changes create number (item column) subitems
- When a subitem is created create empty workdoc in subitem doc column
- When subitem status changes create empty workdoc in subitem doc column
- When a subitem is created set its dependency column to previous (above) subitem
- When status changes to something set each subitem’s dependency column to the previous (above) subitem
- When status changes to something change all subitems status to something
- When column changes set all subitems date column to parent date column +/- subitem number column hours / weeks / month / years offset
- When column changes set all subitems date column to parent date column +/- parent number column hours / weeks / month / years offset
- When subitem column changes copy subitem column to parent column in item
- When status changes to something create subitem for each available label in status or dropdown column
- When status changes to something create subitem for each value in dropdown column
- When subitem column changes copy subitem column to next subitem column
- When column changes copy parent column to subitem column in subitem name (case sensitive)
- When a subitem is created create workdoc in subitem doc column based on existing workdoc (limited blocks supported)
- When subitem status changes create workdoc in subitem doc column based on existing workdoc (limited blocks supported)
- Adjust subitem date column to reflect changes made in other date column of the same subitem
[Formula] Subitems Pro Automations
- When column changes copy column [formula] to subitem column for all subitems
- When subitem column changes copy subitem column [formula] to subitem column
- When subitem column changes copy subitem column [formula] to next subitem column
- When subitem column changes copy subitem column [formula] to parent item column
- When subitem column changes copy subitem column [formula] to column in item
- When subitem column changes copy subitem column [formula] to column in item column for all items with status set to something
- When subitem column changes and subitem status is something copy subitem column [formula] to item column for all items with status set to something
- When parent item’s subitem column changes and subitem status is something copy subitem column [formula] to item column for all items with status set to something
[Mirror] Subitems Pro Automations
- When column changes copy column [mirror] to subitem column for all subitems
- When subitem column changes copy subitem column [mirror] to subitem column
- When subitem column changes copy subitem column [mirror] to next subitem column
- When subitem column changes copy subitem column [mirror] to parent item column
- When subitem column changes copy subitem column [mirror] to column in item
- When subitem column changes copy subitem column [mirror] to column in item column for all items with status set to something
- When subitem column changes and subitem status is something copy subitem column [mirror] to item column for all items with status set to something
Custom automations
Some actions are shared as custom blocks, so they can be selected in the custom automation builder. Currently, the Subitems Pro Automations app shares following custom blocks:
- … Then create number (item column) subitems
- … Then delete / archive all subitems under item
- … Then create subitem for each available label in status or dropdown column
- … Then create subitem for each value in dropdown column
They can be paired up with any item trigger to build a fully customized automations!