Why is "Connect Boards" not automated?

Platform discussions
1

I have an “OVERVIEW” workspace and a “DETAILS” workspace.

When an item is added to specific Boards in the “DETAILS” workspace, I want a copy of the new item created in a corresponding Board in the “OVERVIEW” workspace.

The item in the “DETAILS” workspace may spawn a number of related or sub-items in other Groups or Boards, but I don’t need to track any of that in the “OVERVIEW” workspace.

What I want is to have the STATUS column for the original item in the “DETAILS” workspace to be connected to the STATUS column for the corresponding item in the “OVERVIEW” workspace. Then, when the STATUS is changed for the item in “DETAILS” it will display the current status in “OVERVIEW.”

I thought that using Connect Boards would allow me to set up a Mirror column that would display the STATUS from “DETAILS” items in the mirrored STATUS of the corresponding “OVERVIEW” items.

After setting everything up, I’m seeing that I have to manually go into each item and indicate what item it’s connected to. I’m so confused as to why this requires manual input. Why doesn’t the entire column just automatically display the STATUS of the column being mirrored?

It seems like this functionality is not going to work, and I’m going to have to set up some additional automations to change STATUS across workspaces, but I’m still confused why anyone would want functionality that requires constant, manual tweaking to work.

2 Likes
2

It honestly sounds like you’re missing a step. There are automation recipes to ‘create and connect’ items just like you’re talking about. Can you share an image for the automation you’re using?

Desiree - www.thecleverclovers.com

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Hey @tjb ,

You could also try our Mirror Item Multiple Boards app.

Instead of using complex mirror columns and connect board, you could just mirror the item along with subitems to the boards of your choice.

Our app offers -

  • Adding the same item+subitems to multiple boards
  • Full sync functionality with updates+replies
  • If you still want to have a connect boards column, our app also allows you to auto-fill it rather than have to do it manually
  • All common columns sync values automatically whenever a change is made. You could also exclude columns you don’t want from syncing.

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Setup is quick and easy. No automations need to be setup manually.

Feel free to reach out to us at support@fortimus.co or book a meeting with us here

4

Exactly what @dmccarthy22710 said.

That easily solvable with one automation, but do make sure the connect board column setting is set to “two way” when you initially create it.

1 Like
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I think they mean that integrations don’t see the connected board data. I had to create a python integration to do this. It wasn’t that bad if you’re a developer.

6

Hi there!

Yes, I think Desiree is right! I used create + connect and it works perfectly for me with a status trigger. It’s a lifesaver!

But, it would be awesome if the connection column could get an automatic AI boost. For example, if the item being created has a name that matches an existing item in the connected board, the AI could automatically infer and set the connection based on the item name.

This would save so many steps!

See ya!

7

Thanks! There are actually automation templates already for this. Go to ‘Create’ and search for ‘logic’

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1 Like
8

Amazing! I did not know that. Is it old? I’ve searched hard for this type a while ago, can believe I missed that! :sweat_smile:

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I’m not sure? I’ve used it for about a year at least…

Desiree - www.thecleverclovers.com