Troubleshooting Status on Linked Item across 2 boards

Hi! We have two boards, Board A which is the initial point of contact where requests are funneled in and B the expanded version of Board A. The boards are linked by a specific order number.

The status columns have different variables and are currently not mirrored. Is there a way to change Board B status when Board A status is XYZ without mirroring the boards/status column?

Hello Liz! Welcome to the monday Community! :waving_hand: Thank you for walking us through your use case. If you are not currently on the Enterprise Plan, as you mentioned, you will need to connect Boards A and B via a Connect Boards Column and mirror the Status Column.

If there is a native Status Column on Board B, you would set up an automation to change it once the mirrored Status Column (from Board A) changes to X. In the Automations Center, you’ll find special templates which support mirrored Status Columns in automations, like this one here:

Without the Connect Boards Column, there is no existing connection between Board A and B. This must be established in order for your boards to “talk” or sync data. However, if your account is on the Enterprise Plan, you have access to the workflow builder feature, which would not require you to set up a Connect Boards and Mirror Column. Instead, you could set up a workflow to achieve what you’re looking for:

This is just one example! However, following the green arrow, I’ve set up a workflow which is triggered when a Status Column changes on Board A. Using an “If/Else” condition block, I have set a condition to look for X status. If the status matches X on Board A, then the status on Board B is updated to Y. If the status does not match X on Board A, I can set additional branches of conditions for the system to follow. Let me know if you have any additional questions! :slightly_smiling_face: