Workflow: Copy Card When Card Enters a Specific Status in Ontraccr

🔁 Workflow: Copy Card When Card Enters a Specific Status in Ontraccr
 

Overview

This workflow automatically copies a card to a different board when it enters a specific status. It’s useful when a workflow spans multiple teams or boards, and you want to kick off a parallel process without removing the card from its original board.

🎯 When to Use This Workflow

Use this when:

• You want to share card data with another team without losing visibility on the current board
• You need to trigger a secondary workflow in a different board
• You want the card to stay visible in the origin board, but begin work elsewhere

🧩 How to Set It Up

1. Open the board where the card starts
2. Go to Settings > Workflows
3. Click ➕ Add
4. Select the workflow type: “Copy Card When Status Changes”
5. Fill out the setup fields:

🔧 Workflow Setup Fields

✅ The card will be duplicated, not moved. The original stays put.

⚠️ Card Design Requirement

• The target board must use the same card design as the origin board
• If card designs differ, the target board will not appear in the dropdown

✅ Example Use Case

• A card in your “Project Intake” board hits the status “Send to Estimating”
• A copy of the card is sent to the “Estimating Board” under “To Review”
• The original card stays in the intake board for visibility and reporting
• Estimating team can now begin their process independently on the copied card

🧠 Tips & Edge Cases

• This workflow does not remove the card from the original board
• The copy and original are independent — changes to one do not affect the other
• Ideal for flows like:
  • CRM ➡ Project Tracker
  • Sales ➡ Fulfillment
  • Pre-construction ➡ Estimating
  • Task kickoff ➡ QA Review
• Avoid using if you need to sync or update data across boards — use only for one-time duplication