How to create subitems if they do not exist and how to change status of item based on status of a specific subitem?

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Hi,

Have two questions:

  1. I have added an automation to create set of standardized subitems when I move item from GroupA to GroupB. Problem: if I move item back from GroupB to GroupA and after that move it back tщ GroupB the automation will again create the same subitems. Is it possible to create subitems only if they do not exist?
  2. Is it possible to change status of a parent item only if status of a specific subitem was changed?
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Hi @Oleg - here are some suggestions to your questions:

  1. It sounds like you need a “control column” to help with this function. You could create a Status column (lets call it “Subs created”) with two options No, Yes (with No being the default). Then, set your automation as follows:
  • When item moves to group B and only if “Subs created” is No, set “Subs created” to Yes and create subitem, create subitem, etc…
  1. Similar to #1, add a control column to your subitems. This will allow you to specify which subitem to trigger the automation from. This value can be set as a default from your process in #1. In this example lets call the new subitem column “Change Parent” with the same options Yes or No (No as default):
  • When subitem Status changes to [value] and only if subitem “Change Parent” is Yes, then change Parent Status to [value]

Hope this helps!
Mark

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Thank you, that solves both my questions. Appreciate your help.