Hi
I am using this automation to create an item on a new board (Delivery Initiative Board), when the item status (Stage) on the TC Deals Board changes to Qualified:
I have watched the videos on how to first connect the boards (2 way connection), and I have set up my mirror columns, however when I go into the new board I see you have to manually select what you are connecting to on the first board in order for the mirror columns to reflect the data.
Is there any way to automatically link the items as soon as the new item is created, so that no one has to manually select it?
It created the new item, however the linking column is blank
The Sales Pipeline field only populates once I have manually selected the same item from the first board, what am I doing wrong?
Thank you!