We have a template board which we use as base for each employee to manage their clients. When we have changes to a custom field for example we have to manually do that change across all the boards that use that template.
Is there a way we can alter the selections in a custom field so that it is automatically reflected in all other boards with the same custom field selection (or generated from that same template). eg drop down box selections
When a board is created from a template, the new board is no longer connected to the original board. Therefore, there isn't a way to make this change carry over into the boards that were previously created from the template. This will only work for new boards created from the template.
A workaround for this, is to copy a card from the template board that has the custom field set to each of the new boards. When this card lands on the new board, it'll automatically adjust the dropdown options for the custom field based on what was set on the board that the card came from.
Hello Community! My name is Brittany Joiner and I am a Trello enthusiast and Atlassian Community Leader. I'll be sharing with you a series of videos with my top tips on how to best use Trello...
Connect with like-minded Atlassian users at free events near you!Find an event
Connect with like-minded Atlassian users at free events near you!
Unfortunately there are no Community Events near you at the moment.Host an event
You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events