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Automation issue w/ custom fields

PL November 27, 2023

I am running into a problem creating an automation:

In List 1 I have all my cards created from a spreadsheet matched w/ custom fields.

One of the custom fields is called UCID-- some cards have a value, others do not.

I am attempting to create a rule for a second List to separate out the cards (into a UCID list and a NO UCID list), but I am not getting results that make sense to me.

For Trigger I am choosing "when a card is added to List 2 w/ custom field UCID complete, move card to List 3 (UCID).

It is sending cards there to List 3 regardless of whether there is a value for UCID or not.

Alternatively, it isn't working if I choose that as w/o complete and sending it to LIST 4 (No UCID).

This seems like it should be easy. What am I doing wrong?

2 answers

0 votes
Daydreamer Mike
Community Champion
November 30, 2023

Its 11pm where I am and sleepy time but in the morning morining I will provide a answer that uses regex which may work

0 votes
Daydreamer Mike
Community Champion
November 27, 2023

Hi @PL 

 

Try using...

with custom field set...

Post back whether that does/doesn't work...

PL November 28, 2023

@Daydreamer MikeI just tried that w/ the custom field (set or cleared) and same thing happened-- both cards w/ a value for UCID and w/o a value were moved to the w/UCID list as though there is no difference between them.

Very confused-- this seems like it would be pretty clear cut.

PL November 28, 2023

Can anyone help me with this? I am stuck.

Jamie Edmondson
Contributor
November 29, 2023

Any chance you could provide a screen shot of the automation rule as you currently have it?

PL November 29, 2023

Screenshot 2023-11-29 at 2.28.49 PM.png

@Jamie Edmondson   - thank you.  One of the trello customer service agents thought this might be too complicated of an ask, though I am unsure how that could be-- 

It's a basic binary: if there is a value in X then move card to Y.  If there is no value in X then move card to Z.

I cannot seem to find definitions of what "complete" "set" or "cleared" mean in regards to the custom field settings for rules. I would be very thankful for any and all help solving this problem.

Jamie Edmondson
Contributor
November 30, 2023

Gotcha. I apologize but I did not notice I was looking at a question specific to Trello. I thought it was Jira. I'm sorry!

PL November 30, 2023

@Daydreamer Mikecan you please help me?

Daydreamer Mike
Community Champion
November 30, 2023

Is there a chance that in the 'blank' spreadsheet cells, there is something in there, a space, which is tricking Trello into thinking the field isn't blank?

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