Goal: When new item is created in Board A, new item with same name is created in Board B and both items are connected via already existing Connect columns between Board A and Board B.
Existing Process:
- Manually create new item in Board A.
- Rename item in Board A, activating automation below
When item name changes → Then create an item in Board B and connect Board A and Board B with Column.
Screenshot of same formula:
Problem:
After running the above sequence, a new Connection column is created in boards A and B to link the new items, rather than using the existing Connection column. These new Connection columns area also empty, and the items are not actually linked. This automation needs to run on hundreds of projects so creating a new Connection column for each new project is not an option.
Screenshot of new items, existing Connection columns, and new Connection columns that were created by the automation:
Alternatives I’ve tried:
I originally started my automation with “When an item is created”, however I couldn’t figure out how to make the new row in Board B match the name of Board A after both had been created. This led me to create the new item in Board A first, and then trigger the creation of a new item in Board B after renaming the original item.
Any ideas on how to fix this or suggestions on other ways to approach this goal are greatly appreciated, thank you!