Skip to main content

When item created assign based on value in field

  • April 9, 2024
  • 4 replies
  • 159 views

DanielSoderlund

Hello, I’m creating items using API and I set one field the name of a person.
I want a automation to change the assignee based on that field. Can it be done?

Similar to you can create a link between 2 boards based on value in a field.

TIA Daniel

4 replies

dvdsmpsn
Forum|alt.badge.img+1
  • Participating Frequently
  • April 10, 2024

If you can understand and describe the conditions, then you can probably create an automation to do the job.


DanielSoderlund
  • Author
  • Participating Frequently
  • April 10, 2024

I have a text column called “Name”
When I create a item using API I fill in a name of a person that is in monday.
So not needing to store the ID or lookup the person before I need a automation in Monday that match the name of the field in the column “name” to a person in the system and assign the person to the item.


Matias.Monday
Forum|alt.badge.img
  • monday.com Team Member
  • April 10, 2024

Hello there @DanielSoderlund,

You could create a custom recipe that has a built-in trigger (When item is created) and then a custom action.

When an item is created, an endpoint on your end will be called (the run URL of your custom action). Then you can use the API to get the value from that text column, and then to query for the names of the users in your account and compare them with the name of the created item. You find the ID of that user, and then use it in a mutation (via API) to populate the “people” column.

What do you think?

Cheers,
Matias


DanielSoderlund
  • Author
  • Participating Frequently
  • April 12, 2024

I’m using Postman as my “automation” platform so I can do it there ofc.