Hi there,
I’m trying to automate part of our process for when a Won Sales Lead Turns into a Project we’re working on.
Source Board Items
Source Board Automation
Everything with automation works fine, but it won’t move one of the columns. The item in question has two Connect Boards Columns with the same settings in both the source and target boards. When the Item moves across, it’ll move one of the Connect Board Columns, but not the other?
Target Board Result
There is no option in the automation to ensure that the Target Connect Boards column is being populated by the correct source column.
Source Board Automation Item Column Targeting
I’ve ran out of things to try, please advise me what I’m doing wrong!
Thanks,
Jack