Automation: Create Sub-Item with Pre-Populated Fields
It would be helpful to have the option to create a sub-item through an automation, with fields automatically populated using values from the parent item, similar to how it’s currently possible when creating a new item via automation.
Convert Item to Sub-Item Using a Connected Board as Parent
It would be useful to have the ability to convert an existing item into a sub-item, assigning it to a parent item that resides on a connected board.
Convert Sub-Item to Parent Item on a Different Board
Please consider adding the ability to convert a sub-item into a parent client that is on a different board, rather than being limited to the same board.
Use Sub-Item Date Fields in Automation Conditions
I would like the ability to use the sub items date field to as a condition to send an email automation
Awesome suggestions! Thinking about how these processes could look:
Automation: Create Sub-Item with Pre-Populated Fields
Duplicate the item → remove some data → map/manipulate some data → convert to sub-item
Convert Item to Sub-Item Using a Connected Board as Parent
Remove data → map/manipulate data → move to board → convert to sub-item - Restriction may be that it can only be connected to 1 item.
Convert Sub-Item to Parent Item on a Different Board
Convert Sub item to item → Move item to Board.
Use Sub-Item Date Fields in Automation Conditions
When Sub items Date arrives → Send email. You should be able to do this one with make or Zapier. Let me know if you need help with set up!
We developed an app called subitem automations that provides robust automation capabilities to subitems. Here’s an example of how it can be applied in this case →