Skip to Main Content
Status Future consideration
Categories Features
Created by Kristina Ursin
Created on Jun 15, 2022

Automation to Create Duplicate Record in Another Workspace

We have multiple teams who work in multiple workspaces where one body of work being created may trigger another body of work to be created. Currently we need to copy the record and then move the copy to the other workspace. Ideally we would be able to use a field value to trigger the automatic creation of the copy in a specific other workspace. An example would be one team is making a physical change in a store, and they could change a field to say "test this" and it would create a record for the testing team (in their pre-defined workspace with only necessary pre-defined fields) to dive into this topic. While the two are related (which it should automatically create a record link), they are fully independent bodies of work and would not be a part of the same initiative, epic, etc. This would be helpful at the Epic, Feature, Requirement, and Idea record levels.

  • Attach files