This template demonstrates how to build an automation in monday.com to set the status of a board item depending if the person who created the item is admin or not. Get started to learn more.

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📋 Overview

This template demonstrates how to build an automation in monday.com to set the status of a board item depending if the person who created the item is admin or not.

🖊️ Setup

• Configure the API Connection and Event Listener by creating a connector for monday.com, or use an existing one.
• Navigate to Parameters and change the STATUS_COLUMN_LABEL, STATUS_IF_ADMIN and STATUS_IF_NOT_ADMIN to values that work in your board.
• Ensure that the status used for STATUS_IF_ADMIN and STATUS_IF_NOT_ADMIN exists as a valid status in column settings.

🚀 Usage

Create a new item in a monday.com board, after successful event processing Status column should change depending on whether the person who created the item is an admin or not.

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

/**
 * This function sets the Monday.com board item status depending on whether the person who created the item is an admin or not.
 *
 * @param event Object that holds Issue Created event data
 * @param context Object that holds function invocation context data
 */
export default async function (event: CreateItemEvent, 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 { userId, boardId, pulseId } = event.event;
    // Check if the required information is present in the event.
    if (!userId) {
        throw Error('User ID not present in the event');
    }
    if (!boardId) {
        throw Error('Board ID not present in the event');
    }
    if (!pulseId) {
        throw Error('Pulse ID not present in the event');
    }

    const { STATUS_COLUMN_LABEL, STATUS_IF_ADMIN, STATUS_IF_NOT_ADMIN } = context.environment.vars;

    // Get details of the user triggering the event.
    const userDetails = await Monday.User.getUsers({
        args: {
            ids: [userId],
        },
        fields: {
            is_admin: true,
        },
    });

    // Find the column ID of column to update.
    const board = await Monday.Board.getBoards({
        args: {
            ids: [boardId],
        },
        fields: {
            columns: {
                fields: {
                    id: true,
                    title: true,
                },
            }
        },
    });
    const columnId = board.data.boards[0].columns.find(c => c.title == STATUS_COLUMN_LABEL)?.id;
    if (!columnId) {
        throw new Error(`Could not find column with title ${STATUS_COLUMN_LABEL}`);
    }

    // Perform an action depending on if the user meeets some criteria.
    // In this example, the status of the item is set depending on if the user is an admin or not.
    if (userDetails.data.users[0].is_admin) {
        await setItemStatus(boardId, pulseId, columnId, STATUS_IF_ADMIN);
    } else {
        await setItemStatus(boardId, pulseId, columnId, STATUS_IF_NOT_ADMIN);
    }
}

async function setItemStatus(boardId: number, pulseId: number, columnId: string, status: string): Promise<void> {
    await Monday.Column.changeMultipleColumnValues({
        args: {
            board_id: boardId,
            item_id: pulseId,
            column_values: { [columnId]: status },
        },
        fields: {
            id: true,
        },
    });
}