I am currently working on creating invoices per subitem instead of item. But I haven’t found an easy solution. I have tried integrations but unfortunately, the integrations only can create items, not subitems. I know Make app is another way to achieve this but it’s not so easy to set it up. I want to stay local without the use of an external source.
The two boards I am working with are Invoice and API Wells Header Code. I want to send subitems as items from board API Wells Header Code to Invoice board when column “Invoice” changes to “Invoicing” in board API Wells Header Code.
Then the only way I can think of doing that (with your current process) is to use a 3rd party app such as ‘Subitem automations’. If you had the Enterprise level, I’m pretty certain it could be done with the workflow center.
We developed an app called subitem automations that provides robust automation capabilities to subitems. Here’s an example of how it can be applied in this case →
