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Document create

Building a comprehensive content for you: A Work in Progress...

In this example, we will guide you through the process of generating a new document on a specific item on the Monday.com using just two straightforward steps.


Prerequisites

To successfully configure the Monday Item Create connector, you must obtain three key pieces of information:

  • the Api token
  • the Item ID
  • the Column ID

You can find information on obtaining these details on the website support.monday.com. The Api token serves as the authentication mechanism, ensuring secure communication between Integray and Monday.com, while the Item ID and the Column ID identify the specific item and column where a new document will be generated. Once these prerequisites are met, you can seamlessly proceed with configuring the connector.


Configuration

Add a new Task and name it Monday document create.

Add a first Task step:

  • Step name: Define input
  • Connector: JS Mapper

HELP_Example_library_First_step

Open the Task step editor by clicking the button with the pencil symbol.

Insert the following code into the JS Mapping statement configuration.

return [{
  "ItemID": "0123456789", 
  "ColumnID": "column_id", 
  "Blocks": [{
    "Type": "normal_text",
    "Content": {"alignment":"center","direction":"rtl","deltaFormat":[{"insert":"This text will be displayed in the newly generated document"}]}
  }]
}]

Adjust the configuration based on your own ItemID, and ColumnID values.

Select the Output schema Monday Document Create Input.

The setting of the first step can look like follows:

HELP_Example_library_Monday_Document_Create_First_step

Add a second Task step:

  • Step name: Document generation
  • Connector: Monday Document Create

Open the second step's Task step editor by clicking the pencil symbol button.

In the configuration section, insert your Api token.

In the Input mapping section, map the values ItemID, ColumnID and Blocks from the input.

HELP_Example_library_Monday_Document_Create_Second_Step_mapping

Press the Publish button.

Execute the task.


Result

As a result of implementing the Monday Document Create connector with the provided example, a document will be seamlessly generated within the specified Item ID on the Monday.com platform. This result demonstrates the efficiency and convenience the Monday Document Create connector offers in enhancing document creation and management workflows within the Monday.com environment.