@Automations are unable to do cross-board data mirroring that triggers a drop down item to be added or deleted from another board.
Our use case is that we have an integration board - we need to know on our master board when that integration is in a pending status, move it to the live status column once it complete, and remove that integration when it’s deactivated on the other board.
Ex. We are building a file feed to BCBS, and while it’s in pending, on the main board we need it to show BCBS in a @dropdown column on the master board. When the status changes to complete on the integration board, we need the system to remove it from the pending drop down column and add it to the live integration drop down column. Also, if the integration with BCBS is turned off and the status changes on the integration board to inactive, then we need the master board updated to remove the integration from the live drop down column.
Hey @nataliecanestro
We’ve developed an app called Connected Boards Automations. Which allows to run robust automations on connected boards column. Amongst other things it allows to delete items based on actions in another board.
We’d be happy to add additional functionality which supports your use case but I’m afraid I didn’t fully understand what you’re trying to achive. Would you mind clarifying it?
Thank you for replying. The challenge is that there will be multiple connections for the same item on another board in various statuses. So if we have a live integration with one carrier (ex. bcbs), we need that to show in one column on another board, an inactive status on another integration shouldn’t show anywhere, and everything pending should be in a separate column. It’d be easier to show you than explain it here, but the data is in a dropdown column format and there are multiple steps depending on the status of where it needs to show, or not show.