Skip to main content

Merge fields and rename NAME column

  • December 30, 2021
  • 11 replies
  • 2463 views

jscottsmith

I have a board that lists all our projects going back to 2003 or so. It started its life in Excel. The first column in Excel was job # and the second was job name. That made more sense in Excel than it does in Monday. I’m thinking that it would be preferable to merge the two, but I’m not sure how.

It currently looks like this:
image

I’d prefer it to look like this: (ignore the project name)
image

Something like [[CONCAT Proj#, " - ", ProjName]] would be easy enough, but how can I get that resulting value to overwrite the project number, which is Monday’s index column (or whatever they call it)?

Thanks!

11 replies

jscottsmith
  • Author
  • Participating Frequently
  • December 31, 2021

bump 🙂
trying again
anyone…???


JCorrell
Forum|alt.badge.img
  • Community Expert
  • December 31, 2021

@jscottsmith

Hey Scott,

There are a number of options available. On another day I’d make a list… Just contact me directly and we will get it done.

Jim - Subscribe to The Monday Man
Watch Our Latest Video: The Power of the Right-Click


Matias.Monday
Forum|alt.badge.img
  • monday.com Team Member
  • January 2, 2022

Hello @jscottsmith!

You could use our API to retrieve the information from those columns, concatenate the values on your end and then make another request to change the items’ names.

{
  boards(ids: 11223344) {
    items {
      name
      column_values(ids: "text") {
        text
      }
    }
  }
}
mutation {
  change_simple_column_value(board_id: 11223344, item_id: 12345678, column_id: "name", value: "Your concatenated value") {
    id
  }
}

Could this be a possibility for you?

If you have further questions, you can contact me at appsupport@monday.com

Cheers,
-Matias


jscottsmith
  • Author
  • Participating Frequently
  • January 2, 2022

I don’t know anything about Mondays API. Where would I find out more about how to do this?

Scott


Matias.Monday
Forum|alt.badge.img
  • monday.com Team Member
  • January 2, 2022

Hey @jscottsmith!

You can find all the documentation here!

You would need a query to retrieve the values and another one to populate the name of the items with the new string (as the examples I sent earlier).

You can also send us an email to appsupport@monday.com and we can go deeper into this if you want 🙂

Cheers,
-Matias


YannD
  • Participating Frequently
  • January 2, 2022

The easiest way is to make the modification with integromat


jscottsmith
  • Author
  • Participating Frequently
  • January 7, 2022

I have Integromat but haven’t figured out how to put it all together. Care to walk me through it?


YannD
  • Participating Frequently
  • January 7, 2022

Hi @jscottsmith

The first time it’s not easy with integromat, afterwards it’s essential

Objective :


1st module :

image
2nd module :
image

To make a test on a line
image

Make a copy of the table for testing purposes 😉


jscottsmith
  • Author
  • Participating Frequently
  • April 12, 2022

Hey @YannD

Sorry it has taken so long to try this, but… Thanks! It worked!


rob
Forum|alt.badge.img
  • monday.com Partner
  • April 12, 2022

@jscottsmith You can do that with General Caster
https://generalcaster.app


rob
Forum|alt.badge.img
  • monday.com Partner
  • April 12, 2022

It depends on how much you value the time you spend in doing basic things… 🤷