Roll up subitem value to parent in monday.com board when a subitem changes

This template demonstrates how to build an automation in monday.com, so when a subitem's number column value changes, then how to recalculate its parent item number column value. Get started to learn more.

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📋 Overview

This template demonstrates how to build an automation in monday.com, so when a subitem's number column value changes, then how to recalculate its parent item number column value.

🖊️ Setup

• Configure the API Connection and Event Listener by creating a connector for monday.com, or use a existing one.
• Navigate to Parameters and change the ITEM_COLUMN_LABEL and SUBITEM_COLUMN_LABEL parameters to appropriate values for your instance.

🚀 Usage

Update Number column in a subitem in a monday.com board, after successful event processing the value of an item's number column is updated automatically based on the combined values of that item's subitems.

import { UpdateSubitemColumnValueEvent } from '@sr-connect/monday/events';
import Monday from "./api/monday";

/**
 * Entry point to when "any subitem column changes" event is triggered
 *
 * @param event Object that holds When any subitem column changes event data
 * @param context Object that holds function invocation context data
 */
export default async function (event: UpdateSubitemColumnValueEvent, context: Context): Promise<void> {
    if (context.triggerType === 'MANUAL') {
        console.error('This script is designed to be triggered externally or manually from the Event Listener. Please consider using Event Listener Test Event Payload if you need to trigger this script manually.');
        return;
    }

    const { ITEM_COLUMN_LABEL, SUBITEM_COLUMN_LABEL } = context.environment.vars;

    // Extract necessary parameters from the event
    const { parentItemBoardId, parentItemId, columnTitle } = event.event;

    // Check if column changes is related to Subitem column
    if (columnTitle !== SUBITEM_COLUMN_LABEL) {
        // If not, then halt the script execution
        return;
    }

    // Check if necessary parameters are present in the event
    if (!parentItemBoardId) {
        throw Error("Parent Board ID not present in the event");
    }
    if (!parentItemId) {
        throw Error("Parent Pulse Item ID not present in the event");
    }

    // Get item and its subitems column values in monday
    const dataResponse = await Monday.Item.getItems({
        args: {
            ids: [parentItemId],
        },
        fields: {
            column_values: {
                fields: {
                    id: true,
                    column: {
                        fields: {
                            title: true,
                        },
                    },
                },
            },
            subitems: {
                fields: {
                    id: true,
                    column_values: {
                        fields: {
                            text: true,
                            column: {
                                fields: {
                                    title: true,
                                },
                            },
                        },
                    },
                },
            },
        },
    });

    // Find the item columns in the board
    const itemColumnId = dataResponse.data.items[0]?.column_values.map(c => ({ ...c })).find(c => c.column.title === ITEM_COLUMN_LABEL)?.id;
    // Check if the item Column is present in the board
    if (!itemColumnId) throw Error("Item column not found");

    // calculate the sum of the values for each subitem column value
    let total = dataResponse.data.items[0].subitems
        .map(subitem => Number(subitem.column_values.find(c => c.column.title === SUBITEM_COLUMN_LABEL).text))
        .reduce(((acc, subitem) => acc += subitem), 0);

    // Update item column value with the sum of each subitem column value
    await Monday.Column.changeColumnValue({
        args: {
            item_id: parentItemId,
            board_id: parentItemBoardId,
            column_id: itemColumnId,
            value: total.toString(),
        },
        fields: {
            id: true,
        },
    });
}