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How to link cards from custom field?

Laurent Lacoste August 5, 2023

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

L.

 

1 answer

1 vote
Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 7, 2023

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 August 7, 2023

thanks for the feedback.

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

Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 7, 2023

Updated in original reply 👆

Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 7, 2023

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 

Laurent Lacoste August 7, 2023

yes perfect works fine now.

right, the link the cards together is better ;-)

another point : instead of having the link as card attachment, is it possible to have the link inside the custom field value, as an hyperlink?

Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 7, 2023

You can use the automation to set a custom field value to {triggercardlink} or {foundcardlink}, whichever one is correct for you.

It will show up like this:

Screenshot 2023-08-07 125121.png

Laurent Lacoste August 7, 2023

ok works fine.

But how can I make a find on a custom field on other dashboard?

Because by default the rule allow onlyto find on card title, see here :

https://www.screenpresso.com/=syyS

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