Step 3 - How to Copy & Move Files

Copy, Move, Sync & Rename Files - Quick Navigation

Copy, Move & Sync files within an Item

Section 1: From One Column to Another

✅ Purpose: Use this when you want to duplicate files between two columns in the same item.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Choose the automation: "When Column changes, Copy / Move / Sync Files from one column to another".
  4. Select the source column and the destination column.
  5. Click Save to activate.

Section 2: From Update Section to File Column

✅ Purpose: Automatically copies files from an Update section to a file column.

⚙️ How to Set Up:

  1. Select "When Update is created, Copy files from Update to Column".
  2. Choose the file column as the destination.
  3. Click Save to activate.

Section 3: Move Files from One Column to Another

✅ Purpose: Transfers files from one column to another without keeping the original copy.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Choose the automation: "When column changes, Copy / Move / Sync Files from one column to another".
  4. Select the source column and the destination column.
  5. Click Save to activate.

Section 4: Sync Files within an One Column to Another

✅ Purpose: Transfers files from one column to another without duplicate copy.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Choose the automation: "When column changes, Copy / Move / Sync Files from one column to another".
  4. Select the source column and the destination column.
  5. Click Save to activate.

Note: If a file copied during a sync operation is manually deleted from the destination column, it will not be copied again in future syncs. The system tracks previously copied files to avoid creating duplicates or restoring deleted files during subsequent sync operations.

Copy, Move & Sync files from one Item to another item


Section 1: Copy files from one item to another item.

✅ Purpose: Use this when copying files between different items.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When column changes, Copy / Move / Sync Files from the updated item to another item's file column".
  4. Choose the destination item’s file column and the target column.
  5. Click Save to activate.

Section 2: Move files from one Item to another item

✅ Purpose: Use this when moving files between different items.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When column changes, Copy / Move / Sync Files from the updated item to another item's file column ".
  4. Choose the destination item and the target column.
  5. Click Save to activate.

Section 3: Sync files from one Item to another Item

✅ Purpose: Use this when syncing items to one group to another.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When an Item is Moved to this Group, Copy / Move / Sync file(s) from Item to Item".
  4. Choose the destination item and the target column.
  5. Click Save to activate.

Note: If a file copied during a sync operation is manually deleted from the destination column, it will not be copied again in future syncs. The system tracks previously copied files to avoid creating duplicates or restoring deleted files during subsequent sync operations.

Section 4: Copy files On item moved to group

✅ Purpose: Use this when moving items to one group to another.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When an Item is Moved to this Group, Copy / Move / Sync file(s) from Item to Item".
  4. Choose the destination item and the target column.
  5. Click Save to activate.

Section 5: Move files On item moved to group

✅ Purpose: Use this when moving items to one group to another.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When an Item is Moved to this Group, Copy / Move / Sync file(s) from Item to Item".
  4. Choose the destination item and the target column.
  5. Click Save to activate.

Section 6: Sync files On Item Move to Group

✅ Purpose: Use this when moving items to one group to another.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When an Item is Moved to this Group, Copy / Move /Sync file(s) from Item to Item".
  4. Choose the destination item and the target column.
  5. Click Save to activate.

Note: If a file copied during a sync operation is manually deleted from the destination column, it will not be copied again in future syncs. The system tracks previously copied files to avoid creating duplicates or restoring deleted files during subsequent sync operations.

Copy, Move & Sync files from one Board to another Board


Section 1: Copy from one Board to another Board

Copy Files to Another Board on Button Click

✅ Purpose: Instantly copy files to another board when a button is clicked.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When button clicked, Copy / Move / Sync files from current board’s file column to other board’s column".
  4. Choose the Current Board's Button, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

Copy Files to Another Board on Column Changes

✅ Purpose: Instantly copy files to another board when a column changes.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When column changes, Copy / Move / Sync files from current board’s file column to other board’s column".
  4. Choose the Current Board's Trigger Column, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

Copy Files to Another Board on Status Change to Something

✅ Purpose: Instantly copy files to another board when a status changes to something.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When Status changes to something, Copy / Move / Sync files from current board's file column to other board's connected board column item's file column".
  4. Choose the Current Board's Status Column, Target Status, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

Copy Files to Another Board on Status Change from Something to Something

✅ Purpose: Instantly copy files to another board when a status changes from something to something.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When status changes from something to something, Copy / Move / Sync files from current board's file column to other board's connected board column item's file column".
  4. Choose the Current Board's Original Status, Target Status, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

On item moved to Board

✅ Purpose: Instantly copy files to another board when item moved to perticular board.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When status changes from something to something, Copy / Move / Sync files from current board's file column to other board's connected board column item's file column".
  4. Choose the Current Board's Original Status, Target Status, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

Section 2: Move from one Board to another Board

Move Files to Another Board on Button Click

✅ Purpose: Instantly move files to another board when a button is clicked.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When button clicked, Copy / Move / Sync files from current board’s file column to other board’s column".
  4. Choose the Current Board's Button, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

Move Files to Another Board on Column Changes

✅ Purpose: Instantly move files to another board when a column changes.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When column changes, Copy / Move / Sync files from current board’s file column to other board’s column".
  4. Choose the Current Board's Trigger Column, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.


Move Files to Another Board on Status Change to Something

✅ Purpose: Instantly move files to another board when a status changes to something.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When Status changes to something, Copy / Move / Sync files from current board's file column to other board's connected board column item's file column".
  4. Choose the Current Board's Status Column, Target Status, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

Move Files to Another Board on Status Change from Something to Something

✅ Purpose: Instantly move files to another board when a status changes from something to something.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When status changes from something to something, Copy / Move / Sync files from current board's file column to other board's connected board column item's file column".
  4. Choose the Current Board's Original Status, Target Status, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

On item moved to Board

✅ Purpose: Instantly move files to another board when item moved to perticular board.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When status changes from something to something, Copy / Move / Sync files from current board's file column to other board's connected board column item's file column".
  4. Choose the Current Board's Original Status, Target Status, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

Section 3: Sync from one Board to another Board

Sync Files to Another Board on Button Click

✅ Purpose: Instantly sync files to another board when a button is clicked.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When button clicked, Copy / Move / Sync files from current board’s file column to other board’s column".
  4. Choose the Current Board's Button, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

Note: If a file copied during a sync operation is manually deleted from the destination column, it will not be copied again in future syncs. The system tracks previously copied files to avoid creating duplicates or restoring deleted files during subsequent sync operations.

Sync Files to Another Board on Column Changes

✅ Purpose: Instantly sync files to another board when a column changes.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When column changes, Copy / Move / Sync files from current board’s file column to other board’s column".
  4. Choose the Current Board's Trigger Column, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

Note: If a file copied during a sync operation is manually deleted from the destination column, it will not be copied again in future syncs. The system tracks previously copied files to avoid creating duplicates or restoring deleted files during subsequent sync operations.

Sync Files to Another Board on Status Change to Something

✅ Purpose: Instantly sync files to another board when a status changes to something.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When Status changes to something, Copy / Move / Sync files from current board's file column to other board's connected board column item's file column".
  4. Choose the Current Board's Status Column, Target Status, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

Note: If a file copied during a sync operation is manually deleted from the destination column, it will not be copied again in future syncs. The system tracks previously copied files to avoid creating duplicates or restoring deleted files during subsequent sync operations.

Sync Files to Another Board on Status Change from Something to Something

✅ Purpose: Instantly sync files to another board when a status changes from something to something.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When status changes from something to something, Copy / Move / Sync files from current board's file column to other board's connected board column item's file column".
  4. Choose the Current Board's Status Column, Target Status, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

Note: If a file copied during a sync operation is manually deleted from the destination column, it will not be copied again in future syncs. The system tracks previously copied files to avoid creating duplicates or restoring deleted files during subsequent sync operations.

On item moved to Board

✅ Purpose: Instantly sync files to another board when item moved to perticular board.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When status changes from something to something, Copy / Move / Sync files from current board's file column to other board's connected board column item's file column".
  4. Choose the Current Board's Original Status, Target Status, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

Note: If a file copied during a sync operation is manually deleted from the destination column, it will not be copied again in future syncs. The system tracks previously copied files to avoid creating duplicates or restoring deleted files during subsequent sync operations.

Date-Based Copy, Move & Sync Recipes


Section 1: Date Arrives, Copy / Move / Sync files from Column to Column

✅ Purpose: Schedule files Copy / Move / Sync to Column to Column.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When Date Arrives, Copy / Move / Sync files from Column to Column".
  4. Choose the Time , Date Column, Source File Column, & Destination File column.
  5. Click Save to activate.

Note: If a file copied during a sync operation is manually deleted from the destination column, it will not be copied again in future syncs. The system tracks previously copied files to avoid creating duplicates or restoring deleted files during subsequent sync operations.

Section 2: Date Arrives, Copy / Move / Sync files from Item to Item

✅ Purpose: Schedule files Copy / Move / Sync to Item to item.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When Date Arrives, Copy / Move / Sync files from the updated item to another item's file column".
  4. Choose the Time , Date Column, destination item and the target column.
  5. Click Save to activate.

Note: If a file copied during a sync operation is manually deleted from the destination column, it will not be copied again in future syncs. The system tracks previously copied files to avoid creating duplicates or restoring deleted files during subsequent sync operations.

Section 3: Date Arrives, Copy / Move / Sync files from Board to Board

✅ Purpose: Schedule files Copy / Move / Sync to Item to item.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When Date Arrives, Copy / Move / Sync files from current board's file column to other board's connected board column item's file column".
  4. Choose the Time , Date Column, Current Board's Status Column, Target Status, File Column, Connected Board, Destination board & file column.
  5. Click Save to activate.

Note: If a file copied during a sync operation is manually deleted from the destination column, it will not be copied again in future syncs. The system tracks previously copied files to avoid creating duplicates or restoring deleted files during subsequent sync operations.

Rename Files Recipes


Copy Files Rename (Input Text) on Button Click Column to Column

✅ Purpose: Rename file and Copy to Column to Column.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When button clicked, Rename to File Name(Input Text) and Copy / Move / Sync files from Column to Column".
  4. Choose the Time , Date Column, Source File Column, & Destination File column.
  5. Click Save to activate.

Copy Files Rename (Input Text) on Button Click Board to Board

✅ Purpose: Rename file and Copy files from Board to Board.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When button clicked, Rename to File Name(Input Text) and Copy / Move / Sync fiels from current board's file column to other board's connected board column item's file column".
  4. Choose the Time , Date Column, Source File Column, & Destination File column.
  5. Click Save to activate.

Move Files Rename (Input Text) on Button Click Column to Column

✅ Purpose: Rename file and Move to Column to Column.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When button clicked, Rename to File Name(Input Text) and Copy / Move / Sync files from Column to Column".
  4. Choose the Time , Date Column, Source File Column, & Destination File column.
  5. Click Save to activate.

Move Files Rename (Input Text) on Button Click Board to Board

✅ Purpose: Rename file and Move files from Board to Board.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When button clicked, Rename to File Name(Input Text) and Copy / Move / Sync fiels from current board's file column to other board's connected board column item's file column".
  4. Choose the Time , Date Column, Source File Column, & Destination File column.
  5. Click Save to activate.

Sync Files Rename (Input Text) on Button Click Column to Column

✅ Purpose: Rename file and Sync to Column to Column.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When button clicked, Rename to File Name(Input Text) and Copy / Move / Sync files from Column to Column".
  4. Choose the Time , Date Column, Source File Column, & Destination File column.
  5. Click Save to activate.

Note: If a file copied during a sync operation is manually deleted from the destination column, it will not be copied again in future syncs. The system tracks previously copied files to avoid creating duplicates or restoring deleted files during subsequent sync operations.

Sync Files Rename (Input Text) on Button Click Board to Board

✅ Purpose: Rename file and Sync files from Board to Board.

⚙️ How to Set Up:

  1. Open your board and go to Integrations.
  2. Select Quick Copy & Move Files.
  3. Select "When button clicked, Rename to File Name(Input Text) and Copy / Move / Sync fiels from current board's file column to other board's connected board column item's file column".
  4. Choose the Time , Date Column, Source File Column, & Destination File column.
  5. Click Save to activate.

Note: If a file copied during a sync operation is manually deleted from the destination column, it will not be copied again in future syncs. The system tracks previously copied files to avoid creating duplicates or restoring deleted files during subsequent sync operations.

Performance

  • Enables bulk file copy and move operations for up to 200 Items at once.

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