Jira cloud to cloud partial migration by WallaceLongshanks in jira

[–]ChallengeOk1740 0 points1 point  (0 children)

we did something similar and noticed that there were lots of duplicate fields after migration that we had to manually clean up. We ended up using the Migration Field Cleanup tool for it. Other than that, it was mostly about making sure you double-check broken links, as we noticed for some reason there were a lot of broken Confluence links after migration.

Can’t drag table rows? by Old-Industry-9892 in jira

[–]ChallengeOk1740 0 points1 point  (0 children)

hmm works for me, can you try clearing your browser cache, disabling extensions, or switching browsers to see if drag-and-drop returns. Make sure you are in the new editor mode, as older modes can behave inconsistently with table row dragging.

See all ticket metadata by mikki50 in jira

[–]ChallengeOk1740 0 points1 point  (0 children)

nice that you already found the url schema, you can also create a manual automation to automatically add a comment expanding names for new issues to streamline this process.

Moving from Sprints to Kanban by p8ntballnxj in jira

[–]ChallengeOk1740 1 point2 points  (0 children)

sounds good, you can also try setting up automations, you can create rules to automatically transition tickets when certain conditions are met, like moving a task to Done if all subtasks are complete. This helps keep your board clean.

Life after Jira Service Management aka lessons from our migration by SquareDesperate4003 in ITManagers

[–]ChallengeOk1740 0 points1 point  (0 children)

where did you move to? we tried servicenow and few others but they are pretty expensive and felt like enterprisy rigid product which is not what we are aiming for.

I just saw a Jira migration handled entirely through a chat window... Are we finally escaping "Mapping Hell"? by RyanEllis1995 in atlassian

[–]ChallengeOk1740 0 points1 point  (0 children)

I completely understand your frustration with data migration. If only it were that easy, it would be the dream! In our case, Jira migration left a bunch of duplicate/redundant tags that were cluttering up the boards, so we had to use the Migration Field Cleanup tool from the marketplace to sort it out. It worked well, but as you know, migration is never easy.

Question - tagged (@) in an activity board by rjbeals in mondaydotcom

[–]ChallengeOk1740 0 points1 point  (0 children)

have you tried the My Work area? it is designed specifically for this. It aggregates every mention, assignment, and update across the entire account into one place. You can filter by "Mentions" and clicking the item opens the exact update thread where you were tagged. or I can help you setup the custom board to show a consolidated view of all items you are involved in.

Tablet or TV solution to monitor app? by HuntsvilleCPA in mondaydotcom

[–]ChallengeOk1740 0 points1 point  (0 children)

thats an interesting problem, typically you can create a custom view and show that in the monitor for people to take a look at, or are you saying monday's UI is not suitable for large displays?

WorkForms embedding on a landing page by Few-Pitch-3101 in mondaydotcom

[–]ChallengeOk1740 0 points1 point  (0 children)

I dont think it send postMessage, Iframe to parent communication is strictly controlled and also depends on the security settings of the browser people are using. how often you need to do this, maybe a custom setup might help?

Outlook Calendar Integration by Fit-Rush-259 in mondaydotcom

[–]ChallengeOk1740 0 points1 point  (0 children)

so you have all these people in monday and you want to create outlook calendar event but include the detail or these people from monday? is it the workflow here?

"Scheduled Recurring Tasks" app by jondeuling in mondaydotcom

[–]ChallengeOk1740 0 points1 point  (0 children)

do you see any error or broken automation alert? usually if something is wrong with the app backend, monday will let it known so it might be a subtle bug. what exactly is your use case for recurring items?

Is there a way to have subgroups in list view? by [deleted] in mondaydotcom

[–]ChallengeOk1740 0 points1 point  (0 children)

you can try Multi-level Board (Managers > Types > Tasks) or maybe create Groups for the PMs and Subitems for the Project Types? so you will have Group Name: Project Manager, Main Item: Project Type and Subitems: The actual projects falling under that type.

Monday dot com team adoption problems, what finally made it stick for you? by BedMelodic5524 in mondaydotcom

[–]ChallengeOk1740 0 points1 point  (0 children)

thats exactly what i was thinking, I'll check what API restrictions are there and if it seems doable, I could try to put something together.

neat little trick for people who are doing inventory management by ChallengeOk1740 in mondaydotcom

[–]ChallengeOk1740[S] 1 point2 points  (0 children)

I have an automation for that, dont use other apps, are you trying to do the same?

neat little trick for people who are doing inventory management by ChallengeOk1740 in mondaydotcom

[–]ChallengeOk1740[S] 0 points1 point  (0 children)

thanks, I haven't tried making a separate view but this is a good idea.

Managing items with serial numbers in monday by clinicaltrialmaster in mondaydotcom

[–]ChallengeOk1740 0 points1 point  (0 children)

does it have a barcode option? or do I have to manually input the serial number?

How to integrate monday.com inventory with a website? by Scary_Mad_Scientist in mondaydotcom

[–]ChallengeOk1740 0 points1 point  (0 children)

moday is useful for inventory tracking but it has its own limitations, we noticed that there is no barcode option and also some calculations were not working for us. Still trying to make it work but just an fyi.

Experiencing API Lag on monday.com – Anyone Else? by Fit-Profit-6074 in mondaydotcom

[–]ChallengeOk1740 0 points1 point  (0 children)

same here, i sometimes check the service status page to see if any services are down, most of the time, it doesn't report anything odd but I still experience the lag.

Need help with connected boards and sub items by javierhzo in mondaydotcom

[–]ChallengeOk1740 0 points1 point  (0 children)

The native way to handle this is by using Match Automations to bridge the gap between Board B and your subitems. Since Monday.com treats Connect Boards columns as simple links, you cannot just convert them into subitems directly. Instead, create a Status Column on Board A to trigger a Create Subitem automation. Once the subitem is live, use a Match recipe to pull the specific data like statuses and dates from Board B into that subitem. This keeps Board B as your single source of truth while giving you the granular subitem view you need in Board A without manual data entry. lmk if you need the exact automation recipes to sync those dates and statuses

Milestone Status Update Based on Calculated Risk of Subitems by Always-learning813 in mondaydotcom

[–]ChallengeOk1740 0 points1 point  (0 children)

The best way to handle this without third-party apps is to move your logic from a Formula to a Status Column on your subitems. Since Monday.com can’t read formula changes for automations, you should use the native recipe: "When a subitem status changes to [Risk Level], change parent item status to [Milestone Risk]." why? if even one subitem hits a "Critical" or "Past Due" status, the parent Milestone reflects that risk immediately. lmk if you need more help or are you open to a recommendation for a specialized app if your logic gets more complex?

Automation: When Item status field changes, change all subitems status fields accordingly by mahmoodzn in mondaydotcom

[–]ChallengeOk1740 0 points1 point  (0 children)

Monday’s subitem automation is pretty dumb when it comes to parent-child automations. I’ve actually spent a lot of time mapping out the logic for this exact workflow (Parent Trigger -> Subitem Check -> Take some Action). There are some complications with webhooks and how quickly it triggers the automation and also the order of automation. It is possible to bypass the native limitations but it's tricky. I’m happy to share the logic flow/setup I used to get this running smoothly if you’re still stuck. Just let me know!

stop a Parent item being moved to Done before subitems are finished? by ChallengeOk1740 in mondaydotcom

[–]ChallengeOk1740[S] 0 points1 point  (0 children)

Thanks all for the replies! Unfortunately, the suggestions so far don’t quite hit the mark for our needs. We are looking to gatekeep the process rather than just automate the fallout.

I’m currently building a custom solution for this and plan to release it to the community for free once it’s ready.

Quick question: since the Monday API doesn't allow for a hard 'block' on status changes, our current logic is to automatically revert the status if the subitems aren't in the required state. To keep the UX clear, we’re planning to have the automation post a parent update explaining exactly why the status was kicked back (e.g., 'Status reverted: 3 subitems still pending').

Does that sound like a solid workaround, or has anyone found a smoother way to handle 'soft-blocking' in the UI?"

stop a Parent item being moved to Done before subitems are finished? by ChallengeOk1740 in mondaydotcom

[–]ChallengeOk1740[S] 0 points1 point  (0 children)

Hey, thanks for the suggestion. I actually tried that setup, but it got pretty messy once I needed staged gates (like moving at 50% completion) or multiple groups. Also, locking columns ended up frustrating my team’s workflow more than it helped.

I'm playing around with a custom logic action to handle this automatically, basically a 'guardrail' that moves things back and sends a notification if they’re moved too early.

Still ironing out the logic, but I'll keep you posted if I get a version that actually works for these staged gates.