Hey all,
I’m very new to Make and have inherited some responsibilities that now include some Make + Monday.com integrations due to a colleague leaving the company I’m at.
We recently have been working on an automation where a Monday workform is submitted via Monday, with an excel file attached. This then triggers a webhook to send the excel sheet over to make to process the various line items then add them to another board within Monday.com
Unfortunately a lot of the current work was not explained properly before my colleague left, so I’ve been trying to sort through what we have, and get the integration over the finish line.
Where I’m at right now is that the file processes and adds the line items to the specific Monday board, but instead of adding all specified rows from the excel sheet into one Group within Monday, it creates a new group in Monday for each row from the uploaded excel sheet.
Here’s a view of our current flow:
Here’s the section where a new group is created in Monday and then creating the new items based off the rows in the uploaded excel sheet
As I said before, I’m very new at using Make and only recently got thrown into it, so any assistance or additional info I can provide, let me know.
Thanks all
Hi @noah_schrader
With this workflow, you create a group for each iteration and then create an item. You can optimize this by either creating the group before the iterator or manually creating the group in the Monday board. If groups need to be created based on the iterator, you can check if the group already exists in the board. If it does, just create an item in that group; otherwise, create a new group.
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Ah okay got it, thanks for your response!
So I do need the group to be created/based off the initial collection that’s passed through, but then the proceeding collections need to be placed in that group that was just created.
How would I have the following collections check to see if that group exists (or any group for that matter) before either creating a new group or placing the collection/item in that group?
Thanks again for your help!
Hi @noah_schrader
You can use list board groups.
After that you can apply a filter to check if the group already exist or not. And then create an item accordingly
Sample work flow
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Awesome thanks for this example! After implementing this, and messing with some of the filters, I think I finally got it to work.
Thank you again this was incredibly helpful!!
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