We have a master board called clients.
We have another board called Projects.
We have a board called Quotes - which has a connect_boards column linking to Clients. We simply search for the client name and select it.
There is an automation, on button click create an item in “Projects” - and it copies some of the info over, however I cannot find a way to get it to assign the client (or even anyway to copy the name of the client to a column.
Any ideas how to get it to see the connect_board is set to “JOHN” and either link it to “JOHN” once its in the “Projects” board, or just insert “JOHN” in a column, then I can link it afterwards?