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I want to define the following automation rule for two different projects (Project A and Project B) with the following steps:
1) If in project A a label of a task is changed to "customer" the task shall be cloned in Project be with the same status.
2) The cloned task in project A shall be automatically related to the cloned task in Project B if label of task in project A is set to "customer"
3) If the cloned task with the label "customer" in project B which is related to the task in project A gets a different status, lets say "finished" the related task in project A should move along the Kanban board to the same status.
So far I have the following rule, it covers the first 2 steps need some other conditions for the 3 step:
Thank you for the support!
Could you explain it in more detail or maybe with a screenshot? So if the task status in Project B changes the same status change has to happen for the task in Project A. The status of the task in project A depends on the status of the related task in project B. For example if task in project B has status finished the task in A should have also the same status and move to finished in the kanban.
Your first rule above is based on the change in a value of a field (not a status).
Your second rule needs to be based on the the task in Project A transitioning to a certain status. Then that causes the issue in Project B to transition to the same status.
You need need a third rule for when B transitions to a status and you want A to transition to the same status.