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Hi everyone,
I have a master board where all potential dev requests are hosted, they then go through an approval process and the automation moves them into a list on the same board once approved. Should they be approved, the people who requested the dev have a separate board and the card appears on their board under a list called Outstanding to allow them to see their requests without seeing other requestors.
What I would like to happen is then when we on the master board move the card from a list to the in production list, that this also moves the card in the requestors board. However, it seems to create a new card in that list and leaves the other card in the Outstanding list.
I am choosing the move action but it is seemingly copying, has anyone found a way around this? I have tried choosing to then archive the card but it archives on the master board too which is not ideal.
Any help is very much appreciated.
Thanks,
Welcome.
I have read through several times and need to break down the structure a little more to help you.
Just as a pointer in the right direction for when you are mirroring actions in automation.
Just as a side, there are some great power-ups from @Hipporello that can give you a more professional feel for dev requests or service desk activities, it is worth taking a look
Thanks for coming back to me. It turns out I was "copying" the card rather than linking it so I've managed to get it to work!
The only thing I can't seem to get it to do is move the linked card to a different list when it is tagged or moved in the master board but i'll keep trying.
Thank you for your help!
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@Leanne Jackson The list thing can either be 'hard coded' in the automation or could be referencing a custom field, or listname.
For the first one, lets say the list you want to move it into is called In Progress, you can do:
when a card is moved into list "Approved", find the first card linked in attachments and move to top/bottom of list "In Progress"
If you want it to move to a list with the same name, you can do:
when a card is moved into list "Approved", find the first card linked in attachments and move to top/bottom of list {triggercardlistname}
I hope this helps
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