I have an original budget and additional revenue that could be assigned to multiple budgets. I need an automation, that when a status is selected, that matches another status, the revenue status column will be added to the original budget.
Are both statuses on the same board or different? Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have?
Hey Meghan, that’s doable using make. It will be custom automation, let me know if you need help with setting up that.
Regards
Rehan AQ
Book time with me
They’re on the same board but different items. I believe I have CRM
I’m pretty confident that it can be done with the workflow center (Enterprise only). Do you have this logo at the top right?
I can’t think of a way to do it natively then, at least with what I can understand with what you’re looking for. Can you maybe provide a bit more detail/screenshots?