Hi there,
I have three boards.
Board A (prospective jobs) - Where jobs are temporarily stored pending quote acceptance.
Board B (quotes) - All quotes (which can be linked to multiple line items, aka Jobs, on Board A)
Board C (active jobs) - Active jobs
I have an automation that moves items from Board A (prospective jobs) to Board C (active jobs) when the quote is accepted.
When the item sits on Board A (prospective jobs) it has a link to Board B (quotes.)
When the item then moves to Board C (active jobs) it loses it’s connection to Board B (quotes)
Uner the auotmation option config, there is no option to keep the existing link - just a drop down seelction of possible linkages.
Has anyone come across this before and knows how to keep the connection?