Template Board Structure
When trying to run ActionLink Studio, you need to have it added as a view on the latest version of "🔗 AL - Client Dashboards vx". This is because ActionLink uses this monday board with a certain column structure and column ids to save certain data on your monday account so that no important client information is saved on ActionLink's servers. This makes your data secure and puts you in total control of your client information.
It also enables you to be able to run automations off of certain ActionLink events like "when new client is created, email them their username and password". Here is the latest board structure at the time of publishing this document (template v3):
Columns
| id | title | type | Used for |
|---|---|---|---|
| name | Name | name | Name of the client |
| color_mkphxcvd | Stage | status | Stage of client service |
| color_mkq2xgv5 | Portal Status | status | Status of portal (not used currently) |
| email_mkpjpsva | Client's Email | Storing email of client | |
| link_mkphzjn9 | ⚠️ DONT EDIT: Link | link | Link to portal |
| text_mkphjv3v | ⚠️ DONT EDIT: Password | text | Pass to portal |
| text_mkqa4cn7 | ⚠️ DONT EDIT: AL Id | text | ActionLink id in our backend |
Subitem Columns
| id | type | column.id | column.title | column.type | Used for |
|---|---|---|---|---|---|
| long_text_mkphpfed | long_text | long_text_mkphpfed | ⚠️ DONT EDIT: Settings | long_text | Storing settings of an assignement |
| text_mkphrh3b | text | text_mkphrh3b | ⚠️ DONT EDIT: Source Board Id | text | Board Id of assignment |
| text_mkph8c6b | text | text_mkph8c6b | ⚠️ DONT EDIT: Source Item Id | text | Item Id of assignment |
| text_mkpsgpt1 | text | text_mkpsgpt1 | ⚠️ DONT EDIT: Main Status Id | text | Status Column Id of Assignment |
| link_mkphsyd2 | link | link_mkphsyd2 | ⚠️ DONT EDIT: Link | link | Link to Assigned Item |
If you run ActionLink Studio on an outdated version of the template or any board without these column structure you'll receive this error:
This is because the version of your ActionLink Studio needs certain columns present to function properly and cannot find those columns on this board.
Solution
Here is a step-by-step trouble shooting of this issue:
- Make sure your ActionLink Studio is on the right board! The studio can only run on the template board so if it's on anything else, it won't run!
- If it is on the right board and still getting the same error, there might be a newer version of the template that you need to switch to. We're currently building a migration tool that will automatically bring everything to the new board but for the time being, try and add the template as a new board by clicking on +, Going to template center
- Here search for "ActionLink" and choose the first result that comes up with the ActionLink logo
- Add the template to your workspace!
- Go to your old ActionLink board and select all items in the main table and click move to, move to board and choose the new board you just created.
- This will bring your old clients from the old board to the new template. Go to the new template and choose the ActionLink Studio view. Go to each client and try and preview their portals to make sure the move was successful. If you come across any issue please feel free to email me at [email protected]
We try our best not to change the template too often and after v3 if we need to change it we'll make sure to include a migration tool to make the migration painless and automatic. So if you are not on v3 please do move to v3 so you can use the migration tools to upgrade to higher versions if needed.