Set person and status when a monday.com board item is created

This template demonstrates how to build an automation in monday.com so when a board item is created, the person is automatically assignd who created the item and status column is set to predefined value (configurable). Get started to learn more.

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📋 Overview

This template demonstrates how to build an automation in monday.com so when a board item is created, the person is automatically assignd who created the item and status column is set to predefined value (configurable).

🖊️ 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 PERSON_COLUMN_LABEL, STATUS_COLUMN_LABEL and STATUS_LABEL to values that work in your board.

🚀 Usage

Create a new item in a monday.com board, after successful event processing Person and Status columns should change accordingly for the newly created item.

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

/**
 * This function sets the Monday.com board item creator as the assignee and sets the status to pre-defined value.
 * 
 * @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;
    }

    // Check if the pulseId is present in the event
    if (!event.event.pulseId) {
        // If not then throw an error
        throw Error('Pulse ID not present in the event');
    }

    const {PERSON_COLUMN_LABEL, STATUS_COLUMN_LABEL, STATUS_LABEL} = context.environment.vars;

    // Get all the columns, because columns are dynamic in Monday.com
    const columns = await Monday.Board.getBoards({
        fields: {
            columns: {
                fields: {
                    id: true,
                    title: true
                }
            }
        },
        args: {
            ids: [event.event.boardId]
        }
    });

    // Lookup the column for person
    const personColumn = columns.data.boards[0]?.columns.find(c => c.title === PERSON_COLUMN_LABEL)?.id;
    // Lookup the column for status
    const statusColumn = columns.data.boards[0]?.columns.find(c => c.title === STATUS_COLUMN_LABEL)?.id;

    // Check if the person column was found
    if (!personColumn) {
        // If not then throw an error
        throw Error('Person column not found');
    }

    // Check if status column was found
    if (!statusColumn) {
        // If not then throw an error
        throw Error('Status column not found');
    }

    // Finally update the item
    await Monday.Column.changeMultipleColumnValues({
        args: {
            item_id: event.event.pulseId,
            board_id: event.event.boardId,
            column_values: {
                [personColumn]: {
                    personsAndTeams: [{
                        id: event.event.userId,
                        kind: 'person'
                    }]
                },
                [statusColumn]: {
                    label: STATUS_LABEL
                }
            }
        },
        fields: {
            id: true // Even if you don't need to query anything back, having to define at least 1 field is still required for mutation
        }
    });
}