Hi, I’m trying to get some information to automatically carry over to a new board.
I’ve set up an automation for ‘when a column is changed’ to automatically ‘add a new item’ to a different board and carry over certain information.
However, when defining the item details I can’t select the formula column I want the information from (I created the formula column to concatenate the information from 2 other columns, date and name. I did this because the columns I originally wanted were mirrored from another board and also not selectable).
Does anyone know of a better way without having to make my staff fill in an extra column? I hoping this particular action could be fully automated.
Hey @DawnO - This scenario is one reason my company uses General Caster. To do this, you’d write your formula into a GC integration recipe so it can put the result in a usable text column. The text column would port over to the new board no problem.
GC can also pull information from a mirror column into a text column, so you might be able to save the extra step.