Parent-Child relation in Automation
complete
Kamilla Vit
Thank you all for submitting your ideas! :)
Now, you can automate child-parent relations and set actions for the triggered item's Child or Parent. Examples:
Case A, when something happens to Child item, known examples:
When new tag is assigned to Child item, assign this tag to Parent item.
When Child item is completed, update Custom field [type: date] with the trigger date.
When specific Child item is completed, change Parent item’s status to [Status].
Case B, when something happens to Parent item, known examples:
When new tag is assigned to Parent item, assign this tag to all Child items.
When Custom field x is updated with value Y, add this value to all Child items. (When Custom field ‘Contract no’ is updated with value – Any, copy this value to all child items.
If you need help in setting up specific scenarios, feel free to contact me directly.
Cheers,
K.
Kamilla Vit
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complete
Martynas Gailius
Thank you for this release! It's very powerful in combination with tags. We will have a much less meticulous workflow now 🫶
Kamilla Vit
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in progress
Kamilla Vit
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planned
D
David Hertzberg
That would be great, but I guess in some cases full sync will be usefl, and in other cases a simple inheritance at the creation of the child item will be enough. For instance our use case will be project id or client name, so getting the value of the parent at the creation of the cild allows for good fill rate of the custom fields (always getting the parent value) + allowing scenarios where the child item can use its own value if needed
Kamilla Vit
marked this post as
under review
Kamilla Vit
Merged in a post:
Field inheritance between parent and child items. Custom Fields - automatically set to child items if parent gets value
P
Petr Bár
If child item is created there would be very nice to take the custom field informtation over. So that the child is still owning information about his "parent".
Thank you Petr Bár
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Vidas
Merged in a post:
parent-child (custom) field inheritance
m
michael de decker
Hi,
It would be a convenient feature to have the ability to configure a (custom) field to allow it to inherit information from the closest parent item with data in the same column.
Example:
we create a custom field for Project ID's. If we configure the field to allow it to inherit from the parent, it would look for the closest parent item that has any information in said field and use that instead.
This would prevent the need from assigning the same project ID/... in every subtask.
Thank you!
Kr
Vidas
Merged in a post:
Tag and colour inheritance for child items and synched copies
W
Wim Verloop
I divide my workspaces in a what and a when part. So when I start working on something I make a synced copy of it to the when part (weekplan for instance). Is it possible to get an option to automagically inherit the tags and the colour?
That's what you get with the background colours in the statuses... Suddenly a plain white card looks... yuck!
Thanks!
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