has anyone had any requests or experience with auto naming items names in a pulse
i know we can use a fuction coulmn to concat field A, Field B
But i need the item name to be generated based upon the data entered. or even from linked board data.
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Got an example of the data you’re dealing with?
The more details you give, the better we can understand what you’re trying to achieve.
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We are looking for the same functionality to track our contracts and their associated work orders.
First we have board of Customers. We then have a board board for our Contracts (across all customers). Each contract has a negotiated number of Work Orders (tasks). In this example, let’s say 6. We then create 6 open work orders in a seperate board, but needs to be associated with the Contract.
In this situation we have 3 boards; Customers, Contracts, and Work Orders. Each contract is a Pulse and each work order is a pulse. We would like the Pulse Names for the Contracts to autocreate based off of a sequence. We would then like the Work Orders to be automated based off of the contract name.
Let me know if you need further clarification.
You Can do a concatenated field using a formula and ignore completely the task name which can only be modified using an API