I currently have three boards, one with the areas of the company, another with the services of each area, and another with the projects.
Each project has a column connected to the related service board, but I would like to filter or chart separating each project by area of the company.
Knowing that each service is related to an area, can I create a formula that automatically adds to which area the project belongs according to the connected service?
This need is repeated in multiple boards, for example the equipment board, each equipment belongs to a room and each room belongs to an area, I need to know how many equipment have been loaned per area. Is it possible to know this data knowing that each related room belongs to an area?
One solution is to create the column connected to the services board and a second column connected to the company area board, but you would have to do it manually and someone could make a mistake and set an area that does not correspond to the service or when transferring the service to another area would have to change all relationships manually.
Is it possible, for example? {ConnectedColumn.ColumnArea.AreaName}
It is possible to do what you are asking for, but it would mean you would no longer use the board with the areas of the company.
To my understanding, each service corresponds to a specific area, so why not have a column on your services board that shows the area that you would mirror to your projects board ( would show up after you connect the service) ?
Other than that, you could create an formula that would be “If (service =a, area=a) or if (service=b, area=b)” and etc.
If the first option does not work out for you, let me know if I can help you set that formula up.
Best Regards,
Giannis, Implementation Consultant at thespelas.com
To my understanding, each service corresponds to a specific area, so why not have a column on your services board that shows the area that you would mirror to your projects board (would show up after you connect the service)?
Because you would have to associate that column manually, and as I said before, the project board could have inconsistencies, for example, that it is assigned a service that does not belong to the designated area in the column. This process would be manual and could cause problems since when modifying the areas or services you would also have to change these associations manually in each project.
Other than that, you could create a formula that would be “If (service =a, area=a) or if (service=b, area=b)” and etc.
I have more than 80 services in different areas, I would have to create more than 80 conditionals and every time I modify a service or an area I would have to modify this conditional and the data would not be related because when clicked it would not show the area data but just the text.
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