Create a template and add automations for board specifically

[Femke Lucassen]

hi,

I want to create a template that i would like to use for a customer. I have premium membership myself. customer free membership

following steps have been taken

- create a board with automations in my premium workspace

- made it a template with public visibility (should it be different)

- copy the link of the template in the browser and create a board from template in a new free test workspace.

the crazy thing... literally all my own automations and buttons can be seen and activated. also the ones that are not active in the template. not a single automation is activated. not even the ones that were active in the template

how can i share a template with only those automations activated in that template instead of my whole workspace?

thank you so much!

[Gaurav Kataria]

You can create an automation library and then share it with your client so that they can run those automations using their account. https://support.atlassian.com/trello/docs/working-with-command-libraries/

[Femke Lucassen]

That is worth the try! Thank you!

[milynnus]

@Femke Lucassen 

You can see the automation because they were created by you. The automation will not be activated for created via a template. 

[Femke Lucassen]

thanks i tried via another account and it seems right

only issue i have is that there is no automation coming with a template.. that is not ideal

maybe anyone else knows an answer on that