Hi,
I have an automation built that duplicates a board and names it based on the name entered using a form, and then steps following that should change values in the new board as shown below.
In the step after duplicating, I am attempting to reference the newly created board by the only way that seems available which is by the “New board Id” as shown below.
The issue is that when selecting the item based on the “New board Id”, the search never returns any values. I am able to accomplish the functionality desired using an existing board, but it is critical that I am able to update these values for the newly created board without knowing what it will be called in advance. Please assist. Thanks in advance for any help.
Jeremy
When you duplicate a board, all the items are new. You’d have no idea what items there are. The automation builder has no way of knowing what items will exist to select from a board that doesn’t yet exist.
I’m afraid you’ll need to create a new item on the board first to know what it is, or duplicate an item from another board and move it to the new board.
You can’t reference the new board until it exists to create an item which would not work for the automation. The functionality I am looking for to reference the new board appears to exist based on the screenshot I posted, but it just doesn’t seem to work.
You can’t list items on a board that doesn’t yet exist. Simple as that.
You can reference the new board ID that will exist - because that is an output of the duplicate board action.
But the change item value requires an item ID of some sort, and you don’t have item IDs for items on the new board because they do not yet exist and there is no way of knowing which item on the original board would be what on the new board.
You could instead duplicate an item on the original board, and move it to the new board and change a value on that.
The big problem here is that I am unable to find any other way to reference a board that has not been created yet. Not only can I not change the items that are going to be put into the board based on the template, I am also not able to create new items, duplicate items, or anything else without a board name to reference. I appreciate your thinking outside the box on this, but would need to know how I am supposed to reference the board that does not yet exist.
Then you can’t do it. Workflow Builder is still beta. Sounds like you may need to seek assistance from a consultant who can develop something using custom code to achieve the result you need.
You are correct. It cannot be done. Support just responded to my ticket. I just needed to exhaust all possibilities so I could report back to leadership why we will not be moving forward with this tool. Hopefully they improve the automation significantly because it seems very basic in its current state. Thanks for your attempts to help Cody. I appreciate your time.
