I have been searching and creating automations with no luck on how to do all of the below items with automations.
I have a form that puts a new item into a group.
Based on the status, that item moves to a different group in the same board.
We have a separate board that hold a list of items based on the status it is assigned in the above step.
My issue is this: How can I KEEP a copy of the item on the original board/group and move a duplicate to the separate board?
I have managed to make the following work, but it creates ANOTHER duplicate in the original group (from when entered into the form). I guess it’s better to delete an item vs create a new one in another board but we use Item IDs and they keep getting jumbled in this process.
I have a similar situation in that when a form submission comes in, I want it to sort based on a selection and then duplicate into a secondary board. The way I have it set up is when an item is created and only if the status is x, then move it to group A and create an item in a different board. For me, the secondary board has all of the same columns as my original board and I am able to just select all the columns that exist on my original board for the new created item. Automation looks something like this:
This keeps the original item in my form board and then a new item with all of the same information in the secondary board that is used for a separate purpose.
