For cards and checklist items that are already created in Placker, you can use the importer to create card to card, card to item or item to card mirrors automatically. This allows you to create card mirrors in bulk.
You can include the following three extra attributes in your import, the mirror parent id and mirror parent type are mandatory for creating the mirrors.
Mirror parent id: This attribute should contain the placker id of the card or list you want to create the mirror on. When the placker id relates to a list, it means that a card mirror should be created. When it relates to a card, it means that an item mirror should be created.
Mirror parent type: This attribute should indicate the type of parent, either 'CARD' or 'LIST'. This attribute has been added as an extra check in avoiding incorrect mirrors.
Mirror target title: This is an optional attribute and can be used when creating card to item or item to card mirrors to set the title of the card or item mirror that should be created. It will be skipped when creating card to card mirrors.
How to create mirrors on import
This video will show the step-by-step below with an example:
First prepare the data to use;
Create an export of the cards from the board you like to create the mirrors from. You can download the minimum set of attributes. In case you would like to create item to card mirrors, be sure to also export the checklist items, you'll need the placker id as a reference.
Create an export of the lists and cards from the boards you like to create the mirrors on. In case you like to create only card mirrors, then only the lists are required, when you like to create item mirrors, also the cards are needed.
Now, you can add 3 additional columns to the first export file; Mirror parent id, Mirror parent type and Mirror target title. You'll use these columns to create the mirrors.
How to create card to card or item to card mirrors on import
When you like to create card to card mirrors, you'll need to add the following information in the three columns that were added:
Mirror parent id -> This should contain the placker id of the list you would like to create the mirror on.
Mirror parent type -> This should be 'LIST', as the parent type is a list.
Mirror target title -> When the source entity is a checklist item, and you would like to change the title on the card (for example, because you would like to add additional context to the card title), then you can include the title here.
Then, import the excel into Placker by selecting it from the file picker, or by copy/pasting the content of the excel directly into the text area.
Note: The importer will check to see if there is already a card or checklist item on the target list or card, when there is, the mirror will not be created. This check has been added to avoid duplicate mirrors.
How to create card to item mirrors on import
When you like to create card to item mirrors, you'll need to add the following information in the three columns that were added:
Mirror parent id -> This should contain the placker id of the card you would like to create the mirror on, the item will be created on the first checklist of this card. Be sure to add a checklist to this card.
Mirror parent type -> This should be 'CARD', as the parent is a card.
Mirror target title -> When you would like to have a different title for the item that you would like to create (for example, because you would like to add or remove additional context on the item title), then you can include the title here.
Then, import the excel into Placker by selecting it from the file picker, or by copy/pasting the content of the excel directly into the text area.
Note: The importer will create the item on the first checklist of the card and it will check to see if there is already an item with the required title. When there is no checklist or the title is already on the checklist, the mirror will not be created.