Looking for a solution to override/update a Sub-Item name based on either a column change or when it’s created. Having to manually override (copy) is time consuming for the team and I can’t seem to find an automation or workflow that will allow for this.
EDIT to Update: Using Workflows allowed me to accomplish what I needed.
Here is a demo that changes the name of the sub-item automatically after creation and triggered by a column change. I used dates for this, but it could be anything.
For this demo, I created 2 simple formulas.
The first one assigns today’s date to the name of the sub-item and is triggered upon creation of the sub-item.
The second one assigns the Date column’s date to the name and is triggered upon the date being changed:
Here are the 2 automations that are required to automate the process: