Hi - I had this setup then complicated the automation and now I can’t get it to work. Here is what I would like to do:
In one board, on an item level, when stage changes to Closed Won and opportunity type = customer and shipment type = individual addresses, create an item in another board.
And then in the board where the item is created, have a series of columns mirrored.
Thanks for writing in! Jenna here, happy to help
First, in order for the columns to be mirrored, you need to already have those mirror columns set up on the other board with the connect boards column linking to that board.
Here is a video walking you through how you can set up your workflow to mirror and map the information you need to the new board: Loom | Free Screen & Video Recording Software
Here are some helpful articles on the features mentioned in my video if you’d like to learn more about how to set them up and their full capabilities:
I hope this helps! Remember to mark as solved if this answers your question