Apologies if this is obvious or has been discussed before, but I've not been able to find anything by searching. I'm busy setting up some boards and workflows for my team, and have got stuck when trying to connect multiple boards together and have them populated via automations.
The setup:
Customer board - holds customer details, but is also able to access the Orders and Renewal Opportunities that a customer may have
Orders board – contains 1 or more orders customers may have. There a connected board link between Customer and Orders
Renewal Opportunities board – A customer order that may renew. There are connected board links between Orders and Renewals, as well as between Customer and Renewals.
In the Orders board there is a “Renew” button and automation that creates an item in the Renewal board and populates it with data from that order. It also links the two items together.
Essentially this allows the user to create the renewal opportunity for an existing order.
The bit I’m struggling with is how to link the Renewal item to the Customer without it needing to be done manually. The automation for creating the Renewal item does not allow you to populate the Customer connected board column. Essentially I want to automatically create a link between the Renewal and Customer boards, using the customer id from the order.
Am I missing something obvious, or this something that can’t be achieved?
Thanks