I have recently run into a scenario in our workflow where it would have been helpful to be able to move my connected board column through an automation. For further detail, we have our customers on one board and we have a pre order and an order board. When I link them through ‘Connect Boards’ to their pre order, I have an automation set up that once the order is finalized, we can click a button and the item is moved and an item is created in the order board with all the same details, except the customer since Connect Boards cannot be transferred through automations. It would be nice if this could be something Monday considers adding down the line.
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Allow the "Connect Boards" automation to see existing connect column | 0 | 7 | September 17, 2024 | |
| Board conncection automations - move an item, create a new item and connect them on the new board | 3 | 19 | September 11, 2024 | |
| Allow connect/mirror columns to be added to a new board when an automation creates an item | 1 | 1605 | February 4, 2022 | |
| Problem when moving an item between boards using an automation | 8 | 2238 | September 17, 2024 | |
| Connect boards with automations | 0 | 1961 | January 27, 2022 |