Hello ~
I have a scenario where I have multiple boards that contain the same kind of subitems. In fact, Board A will eventually move to Board B when the deal progresses and it will move to Board C when it closes, etc. All of these boards have a subitem that references our Contact board (our CRM in another Workspace).
When I set this up, and create the connection with the Connect Boards field type, I can create a two way connection and a field will pop up in our Contact board with “link to Subitems of Board A”. If I do that for each of my boards (A, B & C), it creates a separate column for each in Contacts.
I’d rather have a single column in Contacts that references ALL of the other boards (A, B & C), labelling it something like Deals. That way, I can look at a contact record and see all of the deals that that contact is tied to, via the subitem they were linked in. I know this multiple connection field is possible with items (I’ve done that) but I can’t figure out how to do it with subitems. If I try to connect more boards to the “link to Subitems of Board A” column after I create the original connected link, Subitem’s don’t pop up as a linkable option. The two way connection seems to only be possible if I do it from the subitem side…and if I do that, I can’t combine them in the connected board, Contacts in this case.
Does this make sense and does anyone have any advice?
Best Regards,