I’m trying to replicate clickup’s GTD workflow. Included in that workflow are several automations which move items from one database to another based on whether a checkbox is ticked or not e.g. item is added to database titled ‘inbox’ and the ‘next actions’ checkbox is checked then move to the database titled ‘next actions’ and remove from ‘inbox’ database.
I’m sure there’s a simple way to do this in fibery but i can’t seem to figure out the ‘then’ action. I’ve tried add new Next Action to Next Actions list but that doesn’t seem to do anything.
I’m not sure why you would want to move the item to a different database.
It sounds like you would be better suited to add a workflow field, and then create views that are filtered to only show entities in a specific workflow state.
You can customise the names of the workflow states to whatever suits you.
If it helps, you could even add button automations to change states so that you can update an entity from the … menu without opening it first.
Thanks so much for getting back to me! This works perfectly!
Also do you know if there’s a way to add fields globally to an entire database? For example when I create a new areas field (work or personal) I’d like to see it included in all my databases.
It’s not possible for the same (select) field to be used by multiple databases.
Nor any way to duplicate a field from one database to another.
You might consider setting up a database called Areas, with two entities (Work and Personal) and then you can add a relationship to this database (many-to-one) from any other databases that need this option.
Perfect! also (last question hopefully) can I apply global filters to see all views by same area?
Not sure what you mean by ‘all views by same area’
Within the database configuration page, you can see all views that exist for a specific database: