Copy item & subitems to board but disconnect from existing connected columns

Hi,

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.

Thanks,

Lewis

1 Like

Hello Lewis,

If I undarstand correctly your case, you can set an automation in which upon a status change, create an item in board C, and inside the automation reciepe you can configure how the item will populate in board C, so if you do not need the connect board column you can leave it empty. Moreover, if board C does not include a connect board column, then this column will not be populated in that board.

I hope this helps,
Oz