I am going nuts trying to find a solution for this.
- I use a form to get new marketing requests.
- When I approve the request, I want a new board (Project board) to be created either from scratch or from a template - dont really care.
- I also want the item to be copied to the new board
- I want the status to be updated from the “project board” to the new marketing request board.
Am i missing something simple?
Automation: When 'status" changes to ‘approved’ create a ‘new board’ and ‘new item’
New board should be named the item name - without being created prior to item
approval (or utilize a template that has same fields)
Item is the item that just got approved