How to copy a card and its content in unique card

[G_POZO]

Hello,

My coworkers and I are working on the same workspace and importing data that create card. To avoid having multiple time the same card if we import the same data, we decided to import on a specific board and put an automation creating a unique card with {cardname} in another board. 

That's where we start to have issue.

First of all, we sadly still have multiple time the same card despite the "unique card" automation and don't know how to resolve that.

Secondly, the unique card created are empty, they don't have the checklist or description of the original card. I tried to link the card but that's not really the kind of thing we want.

Is there a solution to our current issue ?

Thanks in advance for all your help

[Hannah Humbert - Simpla Workflows · Accepted solution]

Hi @G_POZO ! Welcome to the community :) Are you able to paste your automation command here so I can see how you've set it up? 

Just a note on creating unique cards, the card will be created only if one with the same title doesn't exist in the list. 

As for copying the details from the original card to the newly created copy, you can add this information here:

You'll need to use variables to copy the information from the trigger card.

[G_POZO]

Hi Morgan, 

Thank you for your quick answer it really helped a lot ! I realized my few mistakes thanks to you and I didn't notice the information under the automation.

Have a nice day and thanks again !

[Hannah Humbert - Simpla Workflows]

Great! Glad to hear you managed to get it fixed ☺️

[G_POZO]

Hi Morgan,

I managed to fix the issue with the unique card not being "unique" but sadly I still have issue with due date, I tried to find a place where I cant choose to put {cardduedate} as variable. Here is my automation : 

I'm looking forward to your answer, thanks in advance :)

[Hannah Humbert - Simpla Workflows]

Hi @G_POZO yes that's true, you can't set a variable in this case. You could look at adding the due date in the title of the card instead, then there's another automation that will set the due date based on what's in the title:

when I enter a card name containing a date, set due on the date and remove the matched text

[G_POZO]

Hi @Hannah Humbert - Simpla Workflows after doing some test, I noticed that while your solution work when I put card name manually, it doesn't work when I import or copy them :( 

I tried to activate the automation by doing another one that rename the card by its name but it still doesn't set the due date.

If I modify it manually though, even by just adding a space, it detect the date in title and then trigger the automation.

Is there a solution so my imported card trigger the automation ? 

I'm looking forward to your answer :) 

[Hannah Humbert - Simpla Workflows]

Hi @G_POZO understood! In that case, you could change your rule so that it triggers once the date is added to the title instead. 

So instead of saying: "when a card is added to the board, create a unique card...."

Change it to: "when the name of the card contains "/", create a unique card..." (assuming your date is formatted like dd/mm/yy for example).

To make things easier, you could automate adding the date to the card title so you don't have to add it manually. This could work if your cards are added with the due date already populated, or if you add the due date after the card is created. 

So, your rules could look something like this:

when a card with a due date is added to the board, rename the card to "{cardname} {cardduedate~D/M/YYYY}"

OR

when due date is set on a card, rename the card to "{cardname} {cardduedate~D/M/YYYY}"

AND

"when the name of the card contains "/", create a unique card..."

And lastly the rule on your secondary board:

when I enter a card name containing a date, set due on the date and remove the matched text

Sorry it's a bit convoluted, but it should work!