Hello,
We are using an automation to create items from different boards to a general board.
In this general board, we need to see the board name of the original board wich trigger the automation and created the item.
I can only see the Board name using connect panel columns. It works but I need to create a connected colum for each origin board.
It is possible do this (show origin Board Name) but no using connected columns?
Why is impossible to use “BoardName” as a normal variable in automations???
Hello @daniel.cubicup !
If you immediately need to know from which board an item is without hovering/clicking over it, you have three options :
The one you are already doing with a separate connect column for each board.
Creating a group for each board on the general board and transferring the items to the corresponding one.
Inputting on the original boards an indication column ( for example a status/dropdown column) that shows which board it is and mirroring said column to the general board.
On each board you can use this feature in order not to do the 3rd option manually .
Hope this helps!
Giannis, Implementation Consultant at thespelas.com
Hi @daniel.cubicup!
There is actually a way to automate this in order to accomplish what you are looking for. The requirements would be:
- Every new source board created would need to be created from a shared template with the connection already made to the general board.
- Set up the following automation in the template so every board has this:
- Make sure the Connect Board is a two-directional.
Once you have this, every time you create an item in the source board, a copy is made in the general board and connected so you can mirror the board name and any other info with only one connect column.
On a side note, you might want to consider utilizing a dashboard in this regard to house all the boards and show the summary information you want.
If you need help just reach out! We build these kinds of reporting all of the time.
https://www.axanexa.com/contact-us/
Mike B
Automation Architect
Hi @MikeB_Axanexa ,
Thank you for your reply.
I am actually using this automation, but the problem is that nowadays We have multiple boards and, as I shown in my picture, they create multiple columns on the destiny board.
So I will follow your advise in the future using a template, but I need another solution in the short term.
Anyway, thank you very much for your time.
Hi @daniel.cubicup,
What I would say to that is develop a connect column that is new and connect all the boards to that same column. Once you have that done for what is existing, just mirror the one board name column.
This can be your interim to fix what is currently not connected correctly. Then you will have space to get the template created!
Hope this helps!
Mike B
Automation Architect
Hi @GiannisKoukounas ,
Thank you for your reply.
I have been analyzing your 3 options but all them have problems.
Option 1 is what I am already using, but I need not duplicated columns.
Option 2 is usefull sometimes, but not in my case because I can’t lose time creating and deleting different groups any time I create a new board.
Option 3 is a good option but my source boards are filled with lot of rows, so “default values” does not work for me and I would need to fill all the rows with the board code manually. (Default values works fine when I create a new item in a new row, but not if I have lots of rows created).
Anyway, thankyou very much for your help!
