nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

How to link cards from custom field?

Laurent Lacoste

Hi,

I have 2 dashboards : A and B

On dashboard A I have one card for each customer.

On dashboard B I have x cards related to x topics.

On each card on dashboard B , I have a custom field called CUSTOMER NAME.

I would like to know if there is a way to link each card on dashboard B with this custom field, to each related card on dashboard A?

So like this, on dashboard B, I Can open a card and click on CUSTOMER NAME custom field and then I Can open the linked card on dashboard A

Any Idea or suggestion?

Many thanks

Accepted answers

All comments

Mike - Dreamsuite Consulting

Indeed there is...

I would recommend collecting the Dashboard links as checklist items on the Dashboard A card.

The simplest form is this automation:

When the custom field "CUSTOMER NAME" is set, lookup the card "{customfieldvalue} on board "Daschboard A" and add the attachment {foundcardlink}, find the card "{customfieldvalue}" on board "Dashboard A" and add the {triggercardlink} to the checklist "Dashboard B Items"

Laurent Lacoste

thanks for the feedback.

but I can only find in card title and not in card custom field :-/

Mike - Dreamsuite Consulting

Updated in original reply 👆

Mike - Dreamsuite Consulting

If you don't want it in a checklist, you can simply do this:

When the custom field "CUSTOMER NAME" is set, find the card "{customfieldvalue}" on board "Dashboard A" and link the cards together