Hi,
1) I have customer field:
Sales Person:
Customer First Name:
Customer Last Name:
2) When a item is added to checklist "Products to Order" each individual checklist item is created its unique linked card
3) The linked cards are on the same board, and therefore have the same custom fields.
Can anyone think of a rule that would copy the custom fields entered in the parent field to be copied to the linked fields?
This is what I have come up with.
when an item is added to checklist "Products to Order", convert the item to a linked card in list "To Order" using pattern "[{cardname}]({cardlink})", set custom field "First Name" to "{sourcecard}{{%First Name}}",
I want to refer to the "First name" custom field on the source card. How do I do this? Any help would be hugely appreciated.
