Well currently there is nothing being done because this a new use case for a client (however it’s not the first time I had thought about it)
These are just an example of the type of columns there are in this particular form/board. In total there about 20 columns that make up the contract, but around 16 of those are not necessarily info that you would need to always visualize.
I am setting up the DocuGen + OPSign integration to send the doc to their clients, and after that we don’t really need to keep the item on that board.
What I would like to do is once the contract is signed, move the item to a client history board and just keep a few of those basic columns open (like date signed, phone, email, amount signed etc.) for follow up, however I do not want to loose all of the other data.
I am aware that I could just copy the item to the new board with the columns I want to keep and archive this item as a whole or that I could copy the whole thing and just hide the columns that are no longer “needed” but I was wondering if maybe those columns could instead be converted as a note, document, update or whatever. That way they would be readily available to check, but without taking up space.
Kind of like this example, using the coulmns from the previous image:
That way the “new” item could keep the history of the previous item but in another format.
Maybe this is overly complicating something but I have always thought this would be a great automation to summarize columns and space.
And as a side note… LOVED your formula video, suscribed since I saw it. I know there’s part 2 out and I actually saved to my watch later list. It was really helpful for someone who just doesnt seem to get formulas so many thanks for doing that!