Step 3 - How to Copy & Move Files

Copy & Move Files - Quick Navigation

Copy & Move 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 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 Files from one column to another".
  4. Select the source column and the destination column.
  5. Click Save to activate.

Copy & Move 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 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 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: 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 file(s) from Item to Item".
  4. Choose the destination item and the target column.
  5. Click Save to activate.


Copy & Move 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 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 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 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 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 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.

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 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 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, Cpoy / Move 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 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.

Date-Based Copy & Move Recipes


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

✅ Purpose: Schedule files Copy / 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 Date Arrives, Copy/Move files from Column to Column".
  4. Choose the Time , Date Column, Source File Column, & Destination File column.
  5. Click Save to activate.

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

✅ Purpose: Schedule files Copy / Move 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 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.

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

✅ Purpose: Schedule files Copy / Move 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 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.

Performance

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

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