Hello everyone, I would like to create the following automation. I change the status in Board A and then a status in Board B should be changed automatically. Both boards are linked to each other. Neither manual automation nor predefined automations show me a suitable automation. Do you have any ideas?
Thanks, Sebastian
Hi Sebastian,
If you mirror Board A Status column in Board B, then you can use the automation in the screenshot below to change the Status column in Board B when the Status Column in Board A Changes. I find it easiest to type 280 in the Automation Center to pull this recipe up, and it works with mirror columns.
Hope that helps!
Hi, thank you for your message. I had already seen and tried out the automation. Unfortunately, I am only shown options to select within the board and nothing to select with the connected board. Or am I doing something wrong? Here is a picture of what I see when creating the automation.
Best regards
Sebastian
Hi Sebastian! Can you give a little bit more information about whether or not you’re trying to connect statuses for pre-existing items on two different boards? Or, are you creating items on one board and want them to duplicate and share status updates on another board?
Do you have a unique identifier of some kind that makes connecting the boards more intuitive (for example the item in Board A and the Item in Board B both have the same email address in an email column)?
I think I know what you’re trying to do, but need a bit more info to figure out the right solution!
Hello Carlos,
thank you for your message.
When an item is created on board A, the same item is created on board B at the same time. Boards A and B are connected, and board B has mirror columns (mirrored from board A). I actually wanted to solve it so that when the item is deleted on board A, the same item is deleted directly on board B. However, since this does not seem to be possible, I created another status column on board B. This status column should change when the status on board A is changed, so that I can then create an automation on board B to delete the item. Does that make sense to you?
Thanks for your help
Sebastian
Hi @MrKleck
Hi Sebastian,
This isn’t fully possible with native automations when you’re working with connected boards, especially if you want the status to sync cleanly between them.
However, you can handle this easily using Make.
Here’s the simple idea:
Make watches for a status change in Board A.
When that happens, it finds the connected item in Board B.
It then automatically updates the status in Board B to match (or to whatever status you define).
Since the boards are already linked, Make can use that connection to identify the correct item and keep both boards in sync.
As a complimentary, here is our magic link to get 1 Month Pro plan free (10,000 operations)
https://www.make.com/en/register?pc=msquare
If you need any implementation support kindly contact us
MSquare Support
Visit us here
Youtube Channel
