Moving items to a specific Group within a Board based on [some criteria] within the Group

Hello all,

We use to keep visibility of our weekly mail plan. Each Media Week is a separate group, broken down like so:

We want to send test creatives (or any related tests for that Media Week) from the separate “Tests Board” to a specific group on this board based on the Group name (or any criteria specific to a group, at least). Preferably creating a sub item under the bottom “TEST Planning Items” project (to organize all the tests in a given media week).

If that’s not possible (it seems groups are an aesthetic overlay that can’t be interacted with like status/date/etc) then I at least want to be able to automatically move items created in [a holding group] to a specific group based on the date it would be deployed, possibly as a sub item to an existing item with some tracible criteria (dropdown, status, date, etc.)

I’ve tried a few things, but it seems like getting an automation to pick a group for me (instead of me manually choosing the group within the automation) is impossible and I’m not sure how to work around it (maybe there’s a feature with sub-items I’m not familiar with).

So in effect:

  • I have groups based on the relevant week for that mailing. Each group contains items that need to be completed over time.

  • We have test items that will be deployed in a given media week on a separate board. We want to send those items over to the correct week on this board (pictured above) based on an input (inputting the media week in a drop down, date, status, however it needs to work).

  • I want those items to appear (preferably as a sub-item) in the correct group based on a specific criterion (no manual selection of groups inside of the automation).

Please let me know if there’s more I can clarify on this, thank you for reading!

Hi @JBH!

Thanks so much for this detailed overview of what you’re hoping to achieve.

In order for this to work successfully, you would need to set up automations on both your boards.

To start, you are looking for a way to send items to that seperate board based on a specific input. There are a couple of ways you could achieve this, however I think what would work best is moving the item based on a status change or a column change:

From there, you would then need to set up a recipe in your destination board to move that item to the specific group, based on specific criteria - i.e. a specific dropdown label. Would something like this work?

Do let me know what you think and please let me know if I have misunderstood your query here :slight_smile:

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I’m going to try this the second I get a chance. The first part I figured out, but that second part seems to be exactly what I was looking for!

I’ll report back today to confirm.

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Fingers crossed this works! Let me know :slight_smile:

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It worked like a charm. I also should have specified I wanted to “copy” not entirely move the test items (to preserve the dates, statuses, etc.).

I just made a “temp storage” group for the files and then matched a “MW XX-XX-XXXX” dropdown column between the boards.

It was somewhat tedious to add a specific automation for each media week, but it only took about 20 minutes to set them all up (and it is MUCH cleaner than using “MW as Status”).

I appreciate the help!

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