Changelog

November 26, 2024

V2.27.0

• Export/sync files attached to updates into SharePoint NEW FEATURE AUTOMATIONS & WORKFLOWS

  • Automatically sync files in updates from monday.com into SharePoint

    • When an update is created, copy files from the update into the configured SharePoint folder for the item.

  • One recipe sentence:

    • When an update is created copy files from update into the configured SharePoint folder for the item

  • This automation collects any file attached to an update or attached to an email update and save it into the configured SharePoint folder for the item.

• Export/sync files from a column into SharePoint NEW FEATURE AUTOMATIONS & WORKFLOWS

  • Automatically sync files in columns from monday.com into SharePoint

  • 3 new recipe sentences

    • When column changes copy updated files from this column to the configured SharePoint folder for the item

    • When status changes to something copy all files from this column to the configured SharePoint folder for the item

    • When button clicked copy all files from this column to the configured SharePoint folder for the item

November 20, 2024

V2.26.0

• Export board data to Excel UPDATED AUTOMATIONS & WORKFLOWS

  • Basic templating for the filename field in the recipe

  • Bugfix for some failed exports in a minority of cases where the board has no subitems

November 19, 2024

V2.25.0

• Import board data from Excel NEW FEATURE AUTOMATIONS & WORKFLOWS

  • Every time period, import from an Excel file hosted on a SharePoint site.

  • This automation is useful if your daily tasks in monday.com are imported from an external system such as SAP or others.

  • You external system can export to an Excel file hosted in SharePoint with all the new items in the Excel file, and then the automation reads the items from Excel and populates a monday.com board.

  • Added permission for the OAuth boards:write scope for this automation

    • The following message will appear on the app, which means that an admin user will need to review the permissions:

      

November 18, 2024

V2.24.0

• Templated HTML email generation NEW FEATURE AUTOMATIONS & WORKFLOWS

  • If you’ve ever used mail merge in Word, then this is mail merge for monday.com

  • Reads an HTML template from SharePoint, combines the template with data from monday.com then send the resulting HTML email

• When item is moved to board, update SharePoint folder configuration NEW FEATURE AUTOMATIONS & WORKFLOWS

  • This is a utility recipe sentence to be used whenever items are moved between boards

  • It ensures that the Secure Embed • Microsoft 365 item view works for moved items

• Improved monitoring of automation handling

November 6, 2024

V2.23.0

• Secure Embed UPDATED DASHBOARD WIDGET BOARD VIEW ITEM VIEW OBJECT VIEW

  • Support for coloured folders – folder colours in Microsoft 365 will be matched within the app
    

    

  • Minor UI improvements on file uploads and importing files from columns into Microsoft 365

October 31, 2024

V2.22.0

• Templated document generation & email with PDF attached NEW FEATURE AUTOMATIONS & WORKFLOWS

  • If you’ve ever used mail merge in Word, then this is mail merge for monday.com

  • Reads a Word document template from SharePoint and saves a document generated from the template and the monday.com data back to SharePoint.

  • View the demo video here.

• Templated document generation automations UPDATED AUTOMATIONS & WORKFLOWS

  • Added more date formatting functions for date columns – {Column Name.ISO}, {Column Name.DMY} & {Column Name.MDY} as templated items – see Preparing your Word templates for more details

• Secure Embed UPDATED DASHBOARD WIDGET BOARD VIEW ITEM VIEW OBJECT VIEW

  • Bug fix: Open in browser link now works when the target folder has been moved in the background

• Automations UPDATED AUTOMATIONS & WORKFLOWS

  • Bug fix: Improved OAuth flow for all automations

October 21, 2024

V2.21.0

• Performance improvement on automation sentences UPDATED AUTOMATIONS & WORKFLOWS

• Templated document generation automations UPDATED AUTOMATIONS & WORKFLOWS

  • Added {Date.Today.ISO}, {Date.Today.DMY} & {Date.Today.MDY} as templated items – see Preparing your Word templates for more details

  • Added Document template gallery for examples of templates in the documentation

October 14, 2024

V2.20.0

• Bug fix release

• Small improvements in error handling

• App renamed from “Microsoft 365 Office Embedded” to “Microsoft 365 • Automate & Embed“

October 10, 2024

V2.19.0

• Simple folder generation for subitems NEW FEATURE AUTOMATIONS & WORKFLOWS

• Export board data to Excel NEW FEATURE AUTOMATIONS & WORKFLOWS

• Added permission for the OAuth updates:read scope in preparation for the Export/sync files attached to updates into SharePoint automation (in a near future release)

  • The following message will appear on the app, which means that an admin user will need to review the permissions:

    

October 1, 2024

V2.18.0

• Move a folder NEW FEATURE AUTOMATIONS & WORKFLOWS

  • When the status changes, move a folder from it's current place in Sharepoint to a different folder

• Secure Embed UPDATED DASHBOARD WIDGET BOARD VIEW ITEM VIEW OBJECT VIEW

  • Bug fixes

    • When a configured folder is renamed in Microsoft 365, the update is seen in monday.com

    • The “Open in browser” button opens the currently selected folder rather than the

• Give the correct reasons for any automation failure UPDATED AUTOMATIONS & WORKFLOWS

  • All automations provide the exact reason for failure, if they fail and how to fix – for example because the automation owner has signed out of Microsoft 365