Multi-Homing Records

Use an automation to add the same record to a database in another workspace, without a copy.

Multi-homing places one record in more than one database. It does not create a copy. The record keeps one set of comments and checklists in every database that contains it.

To add a record to a database in another workspace, use the Add to workspace automation action. There is no manual control on the record.

Add records to another workspace

  1. Open the automations of the source database.
  2. Create an automation with the trigger that you need.
  3. Add the Add to workspace action.
  4. Select the target workspace.
  5. Save the automation.

When the automation runs, Blue adds the record to the first database of the target workspace. If that database has a List field, Blue puts the record in the first option of that field. The target must be a workspace in the same organization.

Shared data

These items belong to the record, so every database that contains the record shows them:

  • Comments
  • Checklists and checklist items
  • The record’s cover image

A field value belongs to the record and the field. A database shows the value only if the field is added to that database. Fields that exist in one database only keep their values in that database.

Data for each database

Each database stores these items separately:

  • The record’s position and its column on the board
  • The archive state. Archiving the record in one database does not archive it in the other databases.

Remove a record

There is no action that removes a record from one database only. To hide the record in one database, archive it there.