Field aggregation for status and member fields
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Erwin Terpstra
If you have a numeric column, you can aggregate the values of all broken-down cards automatically using operators like sum, average, etc.
In our workflow, it would be great if we can also aggregate cards with a "Status" column (To-Do, Doing, Done).
For example: the parent card will be automatically put as "Doing" when any of the child cards is in "Doing". The parent card will be in "Done" when all of the child cards are in "Done".
Same thing for the members column: it would be nice if a parent card would automatically get all members assigned to child cards.
Dovidas Baranauskas
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Dovidas Baranauskas
Erwin Terpstra, you can achieve the first part with parent roll-up automation; please check this video explaining how it works: https://www.favro.com/video-tutorials/parent-roll-up-automations
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Erwin Terpstra
Dovidas Baranauskas: Thanks, that's exactly what we need. But it does look like you would need to set this up for every board? That would be a hassle as we have about a dozen active boards and often create new ones.
Dovidas Baranauskas
Erwin Terpstra: Yes, you would need to set this up for each board as automations are board-specific. For future boards, we suggest using board templates with the automation already included to save time.