How to link cards from custom field?

[Laurent Lacoste]

Hi,

I have 2 dashboards : A and B

On dashboard A I have one card for each customer.

On dashboard B I have x cards related to x topics.

On each card on dashboard B , I have a custom field called CUSTOMER NAME.

I would like to know if there is a way to link each card on dashboard B with this custom field, to each related card on dashboard A?

So like this, on dashboard B, I Can open a card and click on CUSTOMER NAME custom field and then I Can open the linked card on dashboard A 

Any Idea or suggestion?

Many thanks

L.

[Daydreamer Mike]

Indeed there is...

I would recommend collecting the Dashboard links as checklist items on the Dashboard A card.

The simplest form is this automation:

When the custom field "CUSTOMER NAME" is set, lookup the card "{customfieldvalue} on board "Daschboard A" and add the attachment {foundcardlink}, find the card "{customfieldvalue}" on board "Dashboard A" and add the {triggercardlink} to the checklist "Dashboard B Items"

[Laurent Lacoste]

thanks for the feedback.

but I can only find in card title and not in card custom field :-/

[Daydreamer Mike]

Updated in original reply 👆

[Daydreamer Mike]

If you don't want it in a checklist, you can simply do this:

When the custom field "CUSTOMER NAME" is set, find the card "{customfieldvalue}" on board "Dashboard A" and link the cards together 

[Laurent Lacoste]

yes perfect works fine now.

right, the link the cards together is better ;-)

another point : instead of having the link as card attachment, is it possible to have the link inside the custom field value, as an hyperlink?

[Daydreamer Mike]

You can use the automation to set a custom field value to {triggercardlink} or {foundcardlink}, whichever one is correct for you.

It will show up like this:

[Laurent Lacoste]

ok works fine.

But how can I make a find on a custom field on other dashboard?

Because by default the rule allow onlyto find on card title, see here :

https://www.screenpresso.com/=syyS