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

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?

2 Likes

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

I have a similar issue, but the columns in my boards don’t allow me to use the Beta automations.

I have 3 boards. In Board A, when something changes, it creates a new item in Board B. A&B Boards have a 2-way connection. Then, when item in Board B gets approved, it creates a new item in Board C. Boards B&C also have a 2-way connection. Ideally, I would also like Boards A&C to be linked as well (without having to do it manually- I needs require traceability).

However, my item names differ between Board A & C, and the only columns that are the same in both boards are mirrored items from Board B- which is a formulated unique identifier. I’m also looking for a workable solution.

I feel this would be solved if I could use the Beta automation, with an additional clause: “and if only…” (as you can when you Create a Custom Automation).

Please advise-

I am having this issue as well. I want to connect the item in Board A to a few boards (Board B and Client Management). Once it moves along my process, it should move to Board C while KEEPING the Board B and Client Management connections.

I don’t see the “Connect Columns” board in the Logic automation, so having trouble with this and causing lots of issues when I need to reconnect them manually.

Was anyone able to resolve this issue? The automation ‘When an item is created in this board, connect the item where this column matches this column in another board by this logic’ seems to also have its limitations when there is a one-to-many linkage relationship.

I just came across this solution which seems to work:
Problem when moving an item between boards using an automation - General FAQs - monday Community Forum