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Is there any impact on the automation rules and customized fields when I change a Board's Workplace?

Gedeon Zhi Jun Lee January 8, 2024

Hi, I would like to change the workspace of a Trello Board. I would like to know what is the expected impact? Will it have a change of the automation rules and customized fields?

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Dreamsuite Mike
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January 8, 2024

When you move a board from 1 workspace to another, the automatons will move with the board.  Custom fields will also move across.

The only impact I can foresee is for automation rules that move things between boards, if you have automation moving cards to boards that don't exist or have different names in the new workspace, it could be a problem.

Other than that, you should be all good

Gedeon Zhi Jun Lee January 12, 2024

Thanks @Dreamsuite Mike I did not change the workspace from the board settings as I was not sure what would be the impact. 

However, this is what I discovered when I used the "Copy Board" function. 

  • Power-Ups: To be enabled manually
  • Automation: This is set up at profile level, so need to enable at board level
  • Custom Fields: To be manually added.
  • Members: To be manually added (unless I copy List instead of whole board)

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