this is the situation: We use boards as projects, so every project is a separate board. We have created a template board that is set up with items and groups that we use in every new project.
However, when we set it up for a new project, and go to input item default values for columns on that specific project, the info only appears on new items that are added post-hoc and doesn’t appear on pre-set items from the template.
Is there any way around this without having to input the values manually every time?
Hi @Antonia ,
You can easily do this by using Make.
whenever a new item is created , Make will trigger the scenario and automatically fill in the default values for the specified columns using the “Set Value” module.
Hi @Antonia - to get around this I would add a new Button column on your board and set an automation on click to set the data as required. Have this column hidden from the default view.
Then create a new view containing only the button and the other relevant columns to the automation. Instruct your users to select all the existing items and click the button (once), this will trigger the automation for all the rows.
Hey @mark.anley, thanks for the suggestion, much appreciated but I’m kinda lost on how exactly to set that up?
What would I need to set the button to do exactly in order to make this work? ‘‘when button clicked’’ then ??? I don’t see any relevant options for this from the drop down menu when setting up the automation.
Hi there! Just wanted to pop in to highlight the bulk actions feature.
If you’re using a timeline column, the “Shift timeline by days” feature is great!
While you would technically be updating the board manually in two places each time (set defaults + bulk update), using the bulk update native feature as a manual step would save you from updating each item individually and reduce complexity from third-party apps or complicated automations, which can be complicated to scale in the future as well as configure.
A template board is a snapshot of a configuration. In this case where you have items configured already, when you engage the template it will be as it was. When you modify the board and add the new defaults, they start from that point forward. If you want items to already have values, the template will need to have them already.
When you engage a template, you can perform do a one-time set up to update the items that were already in the template to match those new defaults as well as set the board with those new project’s defaults. Then you’ll be good from then on, where new items will receive the default fields!
but I’m kinda lost on how exactly to set that up?
