Assigning Items

Hello!

I am wanting to set up something similar to a status/dropdown column. I have 230 lockers that I need to automatically assign to staff members. Is there a way to make a list of the 230 lockers and when one of the lockers is already assigned they no longer appear on the availability list?

Hey @JaredJLY - I would place the the lockers in a separate board, then use a Connect Board column (two-way) to allow for the choice. On the locker board I would have two groups: Available Lockers (top group) and Used Lockers.

From there, you can use an automation on the Locker board to move the item to the Used Lockers group on change of the connect board column. Then a duplicate automation to move it back to the Available Lockers group when the connection is cleared.

For example:

When “Locker Link” changes and only if “Locker Link” is NOT Empty, move item to “Used Lockers”

When “Locker Link” changes and only if “Locker Link” IS Empty, move item to “Available Lockers”

By default, it will show the top group (Available) from the main board.

Hope this helps!
Mark

1 Like

Hi Jared,

There are a few options, you can have a status column showing if the locker is in use or not, and then either use “Group by” and/or a filtered view that only shows the Vacant lockers. That way you don’t need to rely on automations.

You can go a little further with this. If you have a list of staff on another board, you can have a one or two way connected column to link them to the locker so you can see their details.
You can also automate the status column based to auto update :slight_smile:

Hi Mark,

This was a great help, but I am having trouble with automating the connected boards columns. I am attempting to assign a locker to an employee and it updates on the 2 boards successfully, but the connected board automations are not working on the board I am not currently using. Am I doing something wrong?

Hey @JaredJLY - I think I see the issue. The “on change” automations do not always trigger on connect board columns on the other side of the connection. To get around this, create a new Status column on the main board, for this example, lets call it “Locker In Use” with two options Yes and No.

Add the following automations to your main board:

When “Locker Link” changes and only if “Locker Link” is NOT Empty, set “Locker in Use” to Yes

When “Locker Link” changes and only if “Locker Link” IS Empty, set “Locker in Use” to No

Now, mirror the “Locker in Use” column to the Locker board and call it “In Use (mirror)”. Add another status column to the Locker board called “In Use” with the same options Yes and No.

Then use the following automation (you need to choose it from the templates as mirror columns are not available in the custom automations yet) and set it up as follows:

When “In Use (mirror)” changes to Yes, change “In Use” to Yes
When “In Use (mirror)” changes to No, change “In Use” to No

Finally, add two more automations to manage the move to the groups:
When “In Use” changes to Yes, move item to Lockers in Use
When “In Use” changes to No, move item to Available Lockers

A little convoluted, but it works :slight_smile:

Thanks!
Mark

This is perfect, thank you so much!

1 Like

My Pleasure @JaredJLY