Spent two hours yesterday, including with Monday support, trying to understand why my Boards would not connect. They couldn't tell me. Now I know! Great job!
Thx Mate ! I appreciate the fact that you went thru this slowly as many of the other YT tutuorals on this subject seemed to be in a Hurry to catch a BUs and raced thru ...Keep it up cheers!
Hi ! LOVE your videos- super helpful! Question- I want to add a contact person from one board to another. for example - on 1 board to add contact person name phone number, email etc. and for this automatically create a new contact. How do I do it? it seems the mirror is great for existing contact. Thanks!
Nick, excellent step-by-step video. I have a question about the differences between VLOOKUP and Mirroring. Are there any features that Mirroring will not allow within a board that VLOOKUP provides? Can you report on Mirrored columns?
Hi Nick, great video. I'm managed to connect boards, and have added a mirror column to bring the email address from Contacts into the workflow board. However when create an Outlook automation using the preset Every time period if Status is X, send an email to someone, the someone selection only gives me the option to add a new column for the email address - it doesn't see the mirrored email address column. I was able to do it previously when I had a manually typed email column in the workflow, but when it uses a mirror column it seems the ability to use a mirrored email address is not there. Do you know of a workaround?
question. can you mirror mirrored columns from another board. For instance. I have a businesses board, a projects board, and an orders board. I have the business and contact name mirrored on the projects board from the business board. I want to remirror the business and contact name form the business board that is associated with the project from the project board on my orders board. I am trying to mirror it all from the projects board to the orders board but the mirrored columns on the projects board can not be mirrored again. I am also trying to use a button to transfer to items to the orders board form the projects board. I hope this makes sense.
Hey, thanks for your video! Question - do we need to connect each item or is there a way to automatically have all of the items also new ones, connected?
So very helpful - thank you much! Are you aware if the capability is there that when an item is created on board A and the automation is set to also create a matching item on board B - can the mirroring be included in that automation?
Great video- Thank you - I have one question, maybe you can help with? When I set up the connection as you explain, when data changes in one board will it change in the other board it is connected with? I am connecting boards named "contacts" and "accounts" and want the info to be two way. If that makes sense. Thanks!
Hi Lori, thanks for the kind comment, I am glad the video helped! Yes the data will update, I believe I explained this a little further on in the video.
Spent two hours yesterday, including with Monday support, trying to understand why my Boards would not connect. They couldn't tell me. Now I know! Great job!
Thx Mate ! I appreciate the fact that you went thru this slowly as many of the other YT tutuorals on this subject seemed to be in a Hurry to catch a BUs and raced thru ...Keep it up cheers!
Hahahah my pleasure! 🫡
Thank you, Nick - did the trick! 👍
Helpful, thank you!
Hey Nick, very handy video - cheers :-)
Hi ! LOVE your videos- super helpful! Question- I want to add a contact person from one board to another. for example - on 1 board to add contact person name phone number, email etc. and for this automatically create a new contact. How do I do it? it seems the mirror is great for existing contact. Thanks!
Nick, excellent step-by-step video. I have a question about the differences between VLOOKUP and Mirroring. Are there any features that Mirroring will not allow within a board that VLOOKUP provides? Can you report on Mirrored columns?
Hi Nick, great video. I'm managed to connect boards, and have added a mirror column to bring the email address from Contacts into the workflow board. However when create an Outlook automation using the preset Every time period if Status is X, send an email to someone, the someone selection only gives me the option to add a new column for the email address - it doesn't see the mirrored email address column. I was able to do it previously when I had a manually typed email column in the workflow, but when it uses a mirror column it seems the ability to use a mirrored email address is not there. Do you know of a workaround?
question. can you mirror mirrored columns from another board. For instance. I have a businesses board, a projects board, and an orders board. I have the business and contact name mirrored on the projects board from the business board. I want to remirror the business and contact name form the business board that is associated with the project from the project board on my orders board. I am trying to mirror it all from the projects board to the orders board but the mirrored columns on the projects board can not be mirrored again. I am also trying to use a button to transfer to items to the orders board form the projects board. I hope this makes sense.
Hey, thanks for your video! Question - do we need to connect each item or is there a way to automatically have all of the items also new ones, connected?
My question as well! Would make my life easier. :-)
So very helpful - thank you much! Are you aware if the capability is there that when an item is created on board A and the automation is set to also create a matching item on board B - can the mirroring be included in that automation?
THIS!
Great video- Thank you - I have one question, maybe you can help with? When I set up the connection as you explain, when data changes in one board will it change in the other board it is connected with? I am connecting boards named "contacts" and "accounts" and want the info to be two way. If that makes sense. Thanks!
Hi Lori, thanks for the kind comment, I am glad the video helped! Yes the data will update, I believe I explained this a little further on in the video.
@@NickBoardman Is there a way to set it up to where it doesnt change your original board / template?
Can you connect subitems? I was trying to and have not been able to. Please help.
any tips on how to duplicate a folder of connected boards?
Hi Shaun, you could export and reimport with all the connections. I hope this helps!
@@NickBoardman It does thank you!