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Hi everyone,
Curious if anyone has had any luck using Card Automation to kick off mirroring.  
Or using custom fields to drive Card Automation.  
Thanks!

Hi ​@ShaneDodge Card Automation in AgilePlace works effectively with both mirrored cards and custom fields to streamline workflows. Here's how:

For Mirrored Cards:

  • Card Automation can be configured to mirror cards across boards automatically
  • All comments and updates on mirrored child cards sync back to the parent card
  • Example use case: When a new feature request card is created on an intake board, it can automatically mirror to a development team's board

For Custom Fields:

  • Custom fields can be used to trigger Card Automation rules
  • Automation can populate custom fields like "Priority" or "Owner" automatically
  • Example use case: When a card is created with a custom field "Priority = High", it can automatically:
    • Mirror to another board
    • Set predefined custom field values
    • Ensure consistent information across boards

The links below provide step-by-step instructions to help you set up these automation flows.


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