Can we please make more information available when creating tasks. For my specific purposes it would be extremely helpful to have access to the Board Name, Group Name, Person Column information from the board that the automation lives so that I can create items in another board and use that information to put the information in a text column.
I’m essentially creating a summary board where items are created based on the status of items across many boards, but currently all I can transfer is the item name so I have to refer back to emails or notifications to know what board the task is from.
I am trying to do a similar thing. I will have 10-20 “project” boards. I have an automation to push certain tasks to a master board based on a status column. I want the new item’s name created on the master board to include the name of the board that it came from to identify which project and job number it is associated with.
I’d love to know if there is an update on this request.
It would be very useful to be able to use board name and group name in automation(s) that create item(s) on other boards. We manage multiple, complex projects. Each project has different stakeholders that specialize in different tasks. Each project has its own board. We escalate specific item(s) to subject matter experts. These subject matter experts sometimes have their own, central board to manage their work. We create item(s) on those boards using automations so we can have internal conversations. Thus, you have work coming in from multiple different projects to a central board.
I’ve seen threads that propose the ‘solution’ as hard-coding the name of the board in the automation that creates an item on a different board. However, this is not feasible / scalable when you have hundreds of projects generated from the same template. We would need to edit the automation formula on every board. It would be nice to just use the name of the board in the automation to cut out all this repetitive work. It adds a lot of time to our triage process.
The other workaround we use it adding a text column with the name of the board in every project board. This way we can create a simple automation that is duplicated whenever a project board is created from our template. It’s still extra work to mass complete the value in this column on each project. However, it’s quicker and easier to train project managers to add this text than edit each automation.
It would be awesome to be able to use the board name as a “text” value when we create item(s) on other boards. This would be so much easier to maintain and allow flexible creation of item(s) on multiple boards with different subject matter experts/teams.
Need the exact same feature, to be able to add project name would be so useful. This should just be an out the box feature. currently having to use market place app or make to do what is a simple ask. Original post on this was over 2 years ago.
Any update. Many thanks
We need this feature as well. We have many automation needs to create an item on another board and reference the board name that triggered the automation in the new item name.
Take a look at the Advanced Formula Booster. It is a 3rd-party app that allows you to create formulas that get triggered by automations. It provides a function to create items, then within the same formula, to modify its columns (like the name column).
Here is an example of the formula you would write:
Line 1 gets the current board’s name.
Line2 creates an item and stores its position in the board in [Pos].
Line3 changes the Name of the newly created item to “Item 1 in board name”.
To run the formula, you simply create an automation, When … Run the Formula.
The CREATEITEM function allows you to create items in the same board and group as the item that triggers the automation, in the same board but in another group, even in another board.
