Delete Automations from 1 board and keep on another

Dan Bryan February 25, 2025

I created a workspace in order to create a test board to try out automations. Once I got the automations to a good place, I added them to another board in a different workspace, which was the main board being used by our group.

My question is can I delete the Automation > Rules from the test board and still keep them on the new board? Or do I have to recreate the rules after deleting them from the test board?  In fact, I may just delete the test board, as it's no longer needed, but I want to make sure I'm not going to lose anything first. Thanks in advance for any help you can provide!

1 answer

1 vote
Jeremy Drey February 26, 2025

Automations are independent of the boards. You should see within the Rule how many boards have it enabled.

 

Dan Bryan February 26, 2025

Thanks for your reply. I just tried deleting one of the Automation Rules from the original board, and it deleted it from both boards. So, apparently they are not independent. Luckily, I only tried one and can recreate it fairly easy. Just wanted to share this so anyone else doesn't delete all automations from 1 board and think they will stay on another board.

Jeremy Drey February 27, 2025

Sorry for the confusion, Dan.

You're correct, deleting the rule removes from all places it is enabled. You can disable it on a per-board basis.

Deleting the original board where the rule was created should not affect the rule. 

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