How to keep connected board link when item being moved via automation

FAQs Automations & Integrations
, , ,
#1

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.

Keep link
Keep link1037×408 11.7 KB

Has anyone come across this before and knows how to keep the connection?

#2

Hi Jake,

You should be able to solve this using the automation (currently beta) that is called:
‘When an item is created in this board, connect the item where this column matches this column in another board by this logic’

You could obviously use a matching Item name for this but I tend to use an Item ID column.

Tom