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How can I create an automatic E-Mail whenever a specific checklist task is checked

Corvin Mecklenburg
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October 25, 2023

Hello dear community,

 

i want to create an automatic E-Mail whenever a custom item in a checklist is checked.

The E-Mail should contain, the Ticket name, ticket link, ticket due date and ticket description.

 

Thanks in advance

1 answer

0 votes
Mutya
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
October 26, 2023

Hi Corvin, welcome to the Community!

If you are referring to a checklist item, you can create an Automation Rule instead of an email report using a combination of automation variables, and using card variables to get the card name, card link, card due date and card description:2023-10-27_16-31-47.png

Here it is in text form but you can change to the pattern that you prefer:

with subject
Checklist item [{checklistitemname}] completed

and message
Card Name: [{cardname}]({cardlink})\nDue Date: {cardduedate}\nDescription: {carddescription}

For this use case, we won't be using patterns but below are helpful examples of using variables to customize your email: 
https://support.atlassian.com/trello/docs/creating-reports-with-butler/#How-to-use-a-pattern-to-customize-your-report 

Using this card with a checklist as an example, and with the automation setup above. If I go ahead and check the checklist item "Boil water for 5 minutes":

2023-10-27_16-29-51.png

Here is what the recipient will receive in the email:


2023-10-27_16-30-33.png

Hope this helps but let me know if you have any other questions!

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Corvin Mecklenburg
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
October 27, 2023

Hey Mutya,

thank you for that detailed answer! I tried to apply your suggestion, unfortunately I get an Error when trying to save: 

Cant parse command. Is there any way to find out what is wrong with my syntax?

 

Best regards
Corvin 

Mutya
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
October 29, 2023

Hi Corvin! 

Just confirming, are you seeing this error pop up when you click the Save button:

Error saving: CANT_PARSE_COMMAND

You can check for any extra spaces in your syntax and see if that resolves the error.

Otherwise, this error is normally related to a browser setting or extension causing conflicts with the Automation interface. Therefore, it would be great if you could try logging in after each of the following steps to see if you are able to save the rule:

  1. Try logging in from an incognito tab and edit the rule from there 
  2. Try doing the same thing from a different browser
  3. Clear all of your browser cache and cookies
  4. Disable all browser extensions

Let me know if any of these steps work!

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