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I know it is poosible... but not sure how

I have hand selected the correct supplier in the connected column on the contacts board (eg the monkey example above) but am now wanting to automate the completion of the contact column on the supplier board. I cant for the life of me figure out how to do it. I have tried finding matching item but it doesnt look like a match is found if the match in question involves a match in a connected column. I swear I have done this before but just cant figure it out!

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Answers

  • user avatar
    Participating Frequently· 2 years ago

    two way connect column - its a tick box when you create the connect column.

  • user avatar
    AuthorMember· 1 year ago

    Yes, but I had already set up the column. From what I understood there was no simple way to achieve what I wanted, BUT my workaround was to create a new two-way column. Then, on the board that already had the linked column, I used an automation to sync the new two-way column with data from the existing linked column. I am happy to share that this worked perfectly and refreshed all mirror columns as well. After that, I just removed the old column in favor of my new and improved two-way setup.

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    New Contributor· 8 months ago

    Great to hear! The match automations are my favourite by far :).

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    AuthorNew Contributor· 8 months ago

    I was working through a similar process myself. If I am interpreting this correctly, you should be able to handle it with workflows using Find Matching Item, BUT you also need to follow it immediately with Get Item Data, otherwise there is nothing you can actually do with the result.