Write Update to Column [COLUMN] (Main)

Write update text to a text column, overwriting, appending, prepending or defaulting to existing column text value.

• Example Recipe:
  • When an update is created prepend the update to column with User and keep the update
• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ✅Custom Automations
• Function Details:
  • Supported column types are: Long Text, Text
  • Remember, Long Text columns are limited to 2,000 characters; Text columns are limited to about a gazillion.
  • Write method options:
    Prepend – add the new update text to the top of existing text in the columns.
    Append – add the new update text to the bottom of existing text in the column.
    Overwrite – replace the existing text in the column with the new update text.
    Default – save the new update text to the column only if it is currently empty.
  • Formatting "with" enables an update identifier, user name and creation date/time to be written with the update text.
  • Formatting "with" options
    • User – Adds "✅" & user name
    • Date & Time – Adds "✅" & creation date & time
    • Both – Adds "✅" & user name & creation date & time
    • Neither – Adds "✅" only
    • Nothing – only the update text is written
  • Formatting example (with = Both):
         ✅Jim – The Monday Man–Dec 25, 22 @ 2:05PM: Update Magic #1 is GREAT!
    
• Use Idea: Easily see text of the first, last, or all update(s) by just hovering over the text column.
• 1 Op

Create Checklist Update [CHECKLIST] (Main)

Create an update containing Checklist(s).

• Recipe Triggers:
  • When column changes…
  • When status changes to something…
• Special Features:
  • ✅Custom Automations
  • ⤵️Subitem Support (when used with "When column changes…" trigger)
• Function Details:
  • Similar to the built-in create update function.
  • To create a checklist item, use "o " (letter "O", upper or lower case, followed by a space) at the very beginning of a line followed by desired text.
  • Multiple checklists can be created in the same update. But the checklist status summary in the item name column will not correctly reflect all the items in the checklist.
  • As an example this update text will create the update shown below:
    
    Make sure to complete the following, in order:
    o Call client at {item's Phone}
    o Email {item's Manager} with details of call
    o Email client at {item's Email} using "Thank You" template
    
    
    
• Use Idea: When a new item is added, create an update with the standard item tasks in a checklist.
• 2 Ops

Copy Updates To Connected Items [COPY] (Main)

Copy updates to linked items.

• Recipe Triggers:
  • When an update is created…
• Example Recipe: When an update is created copy update (not reply) to items linked in connect boards [COPY UPDATE✅]
• Special Features:
  • ✅Custom Automations
  • ↗️Connect Boards Support
• Function Details:
  • Copying replies is not supported.
  • Copies update to each linked item in the selected Connect Boards column.
  • Update can be copied to up to 10 linked items.
• Use Idea: Use custom automations to combine "When an update is created…" with "and only if status is something…" to execute copy update only for items with a specific status.
• 2 Sparks when no links exist, 9 Sparks for first linked item + 2 Sparks for each additional linked item

Assign Update Creator [CREATOR] (Main)

Assigns the creator of an update to a people column.

• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ✅Custom Automations
• Function Details:
  • Supported FROM column types are: Country, Date, Dropdown, Email, Hour, Link, Location, Long Text, Numbers, People, Phone, Rating, Status, Text, Timeline, Week
• Use Idea: This is an easy way to quickly see WHO posted the last update to an item.
• 1 Op

Duplicate Item w/ Updates [DUPE ITEM] (Main)

Duplicate an item (or subitem) including updates, optionally without the
"(copy)" at the end.

• Recipe Triggers:
  • When column changes…
  • When status changes to something…
• Special Features:
  • ✅Custom Automations
  • ⤵️Subitem Support (when used with "When column changes…" trigger)
• Function Details:
  • Just like you can do sitting at your desk… except without the "copy".
• Use Ideas: 1) Automatically duplicate the COMPLETE version of an item. 2) Use with custom automations to Duplicate an item with updates to another board.
• 1 Op

Set Status on Update Creator in People Column [CREATOR] (Main)

Set a status based on whether update creator exists in people column. When the creator is in the selected people column, set status to one label and to a different label otherwise.

• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ❌NO Custom Automations
• Function Details:
  • If the update creator exists in the specified people column set status to one label and if creator is a guest, a different label.
  • Use "anything" as status value to denote Do Not Change.
  • Updates generated without a specific user, such as by the system via an automation are ignored.
• Use Idea: Can clearly identity whether last update was from a particular group, e.g. project managers v. customer support.
• 1 Op

Set Status on Update Creator Type [CREATOR] (Main)

Set a status based on update creator Member/Guest type. If the creator is a member, set status to one label and if a guest, a different label.

• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ❌NO Custom Automations
• Function Details:
  • If the update creator is a member (or admin), set status to one label and if creator is a guest, a different label.
  • Updates generated without a specific user, such as by the system via an automation are ignored.
• Use Idea: Use on shared boards to clearly identity if last update was from a guest.
• 1 Op

Set Status on Update Creator Type (Single) [CREATOR] (Main)

Set a status based on update creator Member/Guest type.

• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ❌NO Custom Automations
• Function Details:
  • Easy-Peasy.
  • Updates generated without a specific user, such as by the system via an automation are ignored.
• Use Idea: Can be combined with "When status column changes…" trigger using custom automations to notify, email, create an item, etc.
• 1 Op

Set Status on Update Keywords [KEYWORDS] (Main)

Set status on keywords found in update.

• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ❌NO Custom Automations
• Function Details:
  • Can be used to check for action words, triggers, status updates, profanity, etc.
  • To use it, simply list your words (or phrases) separated by commas (or newline) when configuring the recipe.
  • Capitalization is ignored.
  • Words/phrases a.k.a "Keywords" can contain letters, numbers, internal spaces and the characters ~ ! @ # < > _ –
  • Keywords that contain invalid characters will be skipped.
  • Words will be searched for using "word boundaries". That is, if one of the find words is pizza, is WOULD be found in the text "I like pizza. Do you?"; it would NOT be found in "pizzapizzapizza". Specifically, to be found, words in the text must be separated by: start of text, end of text, or a word boundary character (space, line feed, "." (period), "," (comma), ";" (semicolon), etc.).
• Use Idea: Consider creating custom "action" words like: "!new", ">new" or "~update". These can then be used with custom automations to create a new item, subitem, update or…
• 2 Ops

Set Status If Update Has Files [FILES] (Main)

Set status on files attached to update.

• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ❌NO Custom Automations
• Function Details:
  • Changes status value based on whether update contains attached files.
  • Ability to include or exclude inline images from emailed updates.
• Use Ideas: Combine with "When status changes to something…" to send a notification when an updated contains attached files and move it to a "Has Files" group to be acted on.
• 1 Op

Set Status If Update Has Files (Single) [FILES] (Main)

Set status on files attached to update.

• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ❌NO Custom Automations
• Function Details:
  • Changes status value update contains attached files.
  • Ability to include or exclude inline images from emailed updates.
• Use Ideas: Use to set status indicating the updates have files (the status will not be changed if the next update does not have files).
• 1 Op

Delete Update If Creator Is/Not a Guest [DELETE] (Deletes)

Set a status based on update creator Member/Guest type.

• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ✅Custom Automations
  • ⚙️Requires Admin User
• Function Details:
  • Effectively stops guests (or members) from creating new updates on a board.
  • To delete updates, this recipe must be installed by an admin user. Otherwise the only updates that can be deleted are those created by the installer… and why would you want that?
  • It does NOT remove already existing updates from a board.
• Use Ideas: Get really fancy and use a custom automation to notify someone has tried to add an update while deleting it
• 1 Op

Delete New Update [DELETE] (Deletes)

Delete all new updates.

• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ✅Custom Automations
  • ⚙️Requires Admin User
• Function Details:
  • Effectively stops anyone from creating new updates on a board.
  • To delete updates, this recipe must be installed by an admin user. Otherwise the only updates that can be deleted are those created by the installer. If it doesn't work, you might want to have someone else install it.
  • It does NOT remove already existing updates from a board.
• Use Idea: 1) Use in a custom automation with "Copy Updates To Connected Items" to transfer the update to another board before deleting it.
• 1 Op

Add Files in Update to Column as Links [FILES] (Main)

Adds files found in update to files column as LINKS.

• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ✅Custom Automations
• Function Details:
  • Creates LINKS in a files column to download files attached to updates.
  • Please note the information above in "!!! IMPORTANT: File Links & References"
• Use Ideas: Now, downloading files from updates as easy as clicking on them from a file's column.
• 1 Op

Add Files in Update to Column as References [FILES] (Main)

Adds files found in update to files column as REFERENCES.

• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ✅Custom Automations
• Function Details:
  • Creates REFERENCES to an update's files in a file column.
  • Please note the information above in "!!! IMPORTANT: File Links & References"
• Use Ideas: Open files from an item's updates from its files column.
• 1 Op

Copy Files [FILES] (Main)

Primarily for use with emails to a board, copies attached files in update to files column.

• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ✅Custom Automations
• Function Details:
  • 150 MB total limit on copied files. If limit is exceeded, no action will be taken.
  • Copy attached files (including or excluding inline files) to a files column. "Including" should always be selected if updates will not be emailed to the board.
• Use Ideas: Provide easy access to emailed files.
• 1 Op for first 3 files, 1 Op for each additional 3 files (rounded up).

Copy Files & Delete Update [FILES] (Deletes)

Primarily for use with emails to a board, copies attached files in update to files column and optionally deletes the update.

• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ✅Custom Automations
  • ⚙️Requires Admin User
• Function Details:
  • 150 MB total limit on copied files. If limit is exceeded, no action will be taken.
  • Copy attached files (including or excluding inline files) to a files column. "Including" should always be selected if updates will not be emailed to the board.
  • Optionally delete the update after files have been copied.
• Use Ideas: Provide easy access to emailed files.
• 1 Op for first 3 files, 1 Op for each additional 3 files (rounded up).

Copy Files, Copy Names & Delete Update [FILES] (Deletes)

Primarily for use with emails to a board, copies attached files in update to files column, copies the names of the copied files to a text column and deletes the update.

• Recipe Triggers:
  • When an update is created…
• Special Features:
  • ✅Custom Automations
  • ⚙️Requires Admin User
• Function Details:
  • 150 MB total limit on copied files. If limit is exceeded, no action will be taken.
  • Copy attached files (including or excluding inline files) to a files column. "Including" should always be selected if updates will not be emailed to the board.
  • Copy names of copied files to a text column.
  • Optionally delete the update after files have been copied.
• Use Ideas: Provide easy access to emailed files.
• 1 Op for first 3 files, 1 Op for each additional 3 files (rounded up).

Update Magic #1 Change Log