I would like there to be additional conditions added to automations for portfolios. Specifically, I am hoping to build automations that looks at mirrored columns I have added to my portfolio.
Currently, you have to add another column on the portfolio, create automations to look at the mirrored columns, and then add more automations on top of that. It is cumbersome, adds extra columns that muddy up the view, and I have not solved all of my workflows with this method.
Here is an example:
- A trigger on my “master” board sends an automation to create a new item on a portfolio.
- The new item is created on the board, with the connections and mirrored columns from the original board.
- An additional automation triggers to create a project plan.
I have several project plan templates that my team uses. Which template will depend on a “service type”, which is current housed in a status column on my master board. I have that column mirrored to the portfolio, but when I am creating my recipe to create the new project plan off of a template, this is not an option on the status column list since it is a mirrored column.
This would be super helpful, as I have many project plan templates that my team uses - all determined by this one service line column.