Our company handles a growing list of clients (and their contact details) on Board A.
However, Board B is where we receive our requests with a request form that can be used by any of the clients.
How can the clients tag themselves on the Form (from Board B) not using Text Column nor updating a Dropdown List manually every time Board A is updated?
I was hoping it was possible through Connect Boards Column as a converted Dropdown Column.
Best template example is the Customer Onboarding Template.
Board A is the list of Contacts or Clients:
Board B is the hypothetical request board, with Client as Connected Boards Column:
Instead of manually connecting the items using the Connect Boards column, can it be a converted Dropdown list on Forms?
Since the boards are already connected, it’s just a matter of making the item connection.
[Hope this can be done - I think this is very useful for organizations that handles SEVERAL Clients]
Thank you for taking the time to read my idea.