Hi all,
I want to use the automation functionality to duplicate an item on a board and have it include the item and updates.
I know I can do this manually so I’m hoping this functionality could be automated.
Gina
Hi all,
I want to use the automation functionality to duplicate an item on a board and have it include the item and updates.
I know I can do this manually so I’m hoping this functionality could be automated.
Gina
Hi @gbeattie - and welcome to the community. There are a number of ways to complete this via automations. You just need to determine how the duplication should be triggered (status change, date arrives, etc). For instance:
Thanks
Mark
Hi @gbeattie
Welcome to the Community!
I would agree with @mark.anley’s post here - you can easily configure an automation to duplicate your item in response to a trigger.
That said, it’s worth just flagging that currently this will not duplicate the updates on the item.
You would need to manually duplicate the item if you want to ensure the updates are duplicated too!
I hope this helps! Remember to mark as solved if this answers your question
Best,
Dani
Thanks Dani and Mark.
I had tested the automation as suggested and also noted it didn’t copy the updates.
Do you have a section on the message board where we can suggest enhacnements?
Gina