I’m having trouble creating an automation and I’m asking friends in the community for help.
When creating an item on the board, I need the automation to automatically create this same item on a connected board.
Even the situation above is all fine… But it turns out that the automation is creating immediately in the connected table, but the automation needed to be generated after a few minutes, as the data needs to be entered in all columns in the original item. Thank you in advance.
Another viable option would be an automation or rule that any time there is a change in the parent item, these changes would automatically change to the connected board.
Instead of triggering the automation immediately when the item is created, you can set it up to trigger only after a specific column is updated (e.g., a “Status” column or a “Ready to Sync” column). This ensures that the item is only created on the connected board once all the necessary data has been entered.
Trigger Automation When a Specific Column is Updated
Add a “Ready to Sync” Column:
On your original board, add a Status or Checkbox column (e.g., “Ready to Sync”) that will act as a trigger for the automation.
This column will indicate when the item is ready to be synced to the connected board.
Set Up the Automation:
Create an automation on the original board with the following settings:
Trigger: “When a column changes” → Select the “Ready to Sync” column.
Condition: “If the ‘Ready to Sync’ column is checked” (or set to a specific status, e.g., “Ready”).
Action: “Create an item in the connected board” → Map the relevant columns from the original board to the connected board.
How It Works:
When you finish entering all the data in the original item, simply check the “Ready to Sync” box or update the status to “Ready.”
The automation will then trigger and create the item on the connected board.
Have you thought about using connected boards and mirror columns? This would make sure that the data changed in the column would reflect on both boards
I like the approach, but just one thing come in my mind what if in both board processes are happening and information is updating according to the process, don’t you think it will disturb the result in both boards?
This would be something to keep in mind when building in processes, and would really depend on the data in that column it’s not something I’ve experienced yet.
As an example, if the data is stock levels you’d want this to reflect changes on both boards, and be influenced by them.