Installation #2

Installation

Prerequisites

  1. Prepare master board(s) having all required fields specified in Functional Overview section (point 2.a.i) added to the board
  2. Replicate all needed columns from the source board(s) on the master board.

Setting Up Your Master Board

First, on your selected Master Board, add the following required columns. These will be automatically populated based on the item’s board & group belonging.

1. Board Name – text column

  • Will be automatically populated with a name of the item’s parent (source) board

2. Group Name – text column

  • Will be automatically populated with a name of the group where item is located on the parent (source) board

3. Source Item Id – text column

  • Will be automatically populated with item’s ID from the parent (source) board

4. Source Item URL – link column

  • Will be automatically populated with a link to the appropriate item on the parent (source) board

5. Parent Item – text column

  • Will be automatically populated with a parent item name from the parent (source) board

6. Parent Item URL – link column

  • Will be automatically populated with a link to the parent item from the parent (source) board

7. Item Status – status column

  • Optional, should be configured only if ‘Mark’ option is established in the ‘Master Data by Mint’ board view

  • ‘Active’ status is set by default

  • ‘Deleted’ if an item (subitem) is deleted from the source board

  • ‘Archived’ if an item (subitem) is archived on the source board

  • ‘Moved’ if an item (subitem) is moved to another source board

Note: Once an item is moved to another board, it will be updated on the master board with a new link and parent board name. All further changes will not be reflected on the master board if the new source board is not integrated with the current master board.

Note: Required columns should be named and have the same type applied exactly as specified above, otherwise you will not be able to save your configuration due to the validation errors.

Installation

1. Install ‘Master Data By Mint’ app from monday.com apps marketplace.

2. Once the app is installed, go to the prepared early master board and install the appropriate integration recipe following the steps below

  • Go to the Integrate menu on the top right
  • Find the Master Data by Mint app in the Integrations Center

  • Select integration recipe dedicated to the master board “Sync items from the source board(s) with the Master Board” and authorize the app on the 1st recipe installation

  • Click the “Add to Board” button.

3. Once master board configuration is accomplished, switch to the source board and install the appropriate integration recipe “When item is created, updated or deleted on the source board, replicate it on the master board in accordance to the criteria defined in Master Data By Mint board view” here as well following the same steps as listed above with the only difference in the selected recipe – integration recipe dedicated to the source board should be selected in this case.

4. Once both master and source boards have integration recipes installed, add ‘Master Data By Mint’ board view to the source board following the steps below:

  • Click ‘Add view’ button -> Explore more views
  • Find the ‘Master Data by Mint’ board view and click ‘Open in board’ button
  • Now when you have the board view added, configure all settings for items and/or subitems data transfer
  1. Select Master board
  2. Establish ‘Historical Data Processing’ option
  3. Check fields mapping and adjust it if needed
  4. Click the ‘Save’ button to apply all established configurations.
  5. Note: All established settings are validated by system to check if everything is configured correctly. Configuration settings can’t be saved until all validation issues are not being resolved.
  • That’s all! Now each item/subitem created on the source board will be automatically cloned to the master board in accordance with settings established in the ‘Master Data By Mint’ board view.