I have a Materials Price List ‘Board A’ which is connected to an Estimating Table ‘Board B’ using a connected column and a series of mirror columns.
I would like to, upon a status change, copy the item including all associated subitems into a Pricing Table ‘Board C’ however I would like the data to be hard pasted and the connection to ‘Board B’ and by lineage, ‘Board A’ to be dropped automatically. This is to ensure that any subsequent changes to the ‘Board A’ do not influence margin/ costing assumptions on the committed estimate/ price.
Is this possible using automations?
I can create a new item in ‘Board C’ but this does not pull through the subitems;
I can duplicate the item in ‘Board B’ first and then move it to ‘Board C’ which carries through the subitems to ‘Board C’ but the connected column remain in force.