Create subitem on connected item

Platform discussions
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1

Hi all,

I have a hunch this was discussed before, but I can’t find a solution :frowning:

I have two tables, A and B, with a one-to-many connection (one A item can have many B items).

I want an automation that when I set a B item status to “X”, a sub-item is created in table A under the linked item. The sub-item will have its own columns and values (taken from what it has in table B).

In human-speak, let’s say Table A is employees, and Table B is Assignments. I want to be able to see a “history” of all past assignments under each employee. I want to see it in the employee table.

2

Instead of that, what about creating an item view (using Connected Boards) on the Employee board?

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You can pick which columns to show

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All tasks could show when you look ‘inside’ each employee

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3

Thanks, but the “Assignments” and “Employees” have (almost entirely) different data, and also different goals/uses. It doesn’t make sense for me to keep all of the info in one giant board and show/hide stuff. Isn’t the whole point of connected boards to allow me that?

4

Maybe I misunderstood your question then? I thought you were asking to see all assignments by employee? That’s what the above does.

6

Well I definitely misunderstood your first message, but now that re-read it, I think I might be missing something basic here. This Connected Boards option seems very likely to be a good solution, but I don’t see it. Is it an Enterprise tier thing? (we’re on Pro).

7

It’s available on Standard. If you click the + button to add a column, do you not see ‘Connected’ as an option?

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8

I do have connected columns in the boards. They are setup and connected correctly. What I don’t have is the “Connected boards” widget.

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(it’s not under “More widgets” either)

9

Oh! Do you have it if you click on ‘More Widgets’ at the bottom?

10

Nope. It’s not there.

11

I don’t have the Connected Boards widget either, didn’t know it existed! Are you on the CRM product or Work Management?

12

We have CRM. I didn’t realize it was a product specific widget.

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