I’m creating an automation to move 2 items to the same folder once completed, and I’d like this to merge once they’re there.
To elaborate, I’m creating documents for meetings. On the board, there is a group for Agendas and for Notes. Once these have been sent to the client (triggered by a Checkbox column), I have set up an automation for them to move to a Meetings folder. However, I don’t want 2 separate items for each meeting in here, so I’d like them to merge automatically, with two File columns appearing together, and merging the two People assigned - the Item Name and Date will be the same. I can’t find a way of doing this, is it a feature which could be added?
Thanks!
Hi Carys,
Are you able to share a screenshot so I can see what you have built? I was just curious why they were separated out at the very start.
There might be a way to use workflows which would move one item to the new board, and then use the second item to update the columns with the data you want to merge, and then that would archive itself.
The other option would be to use sub items maybe, but it would depend on what you process and workflow 
Happy to help more though