Integrations between parent and child cards

[Matthew Jackson]

Hi, 

I'm looking to have parent or epic cards, with a number of smaller child or sub process cards underneath them. 

I've managed to set up a rule to create the child cards as they are added to a checklist, then use the {triggercardname} variable to tick them off in the original list when the card is marked as complete, works great! 

However, I'd like to have a different colour tag on each parent, and then have that tag transfer over to the child cards, so I can see which child cards are linked to which parents. 

The only way I can see of doing this is changing from "Create a new link card" to "convert the item to a linked card" this transfers the tag just fine. However, the issue with this, is it changed the checklist item to a hyperlink, meaning the {triggercardname} variable no longer works and the tick-back feature is broken. 

Is there any way I can have both??

Or is there any other way I can label the child cards so I know which parent they are from? I tried changing the card name at point of creation, but that breaks the tick-back feature too as the card name does not match the checklist item name. 

[Luciana Munhoz]

Hi Matthew, welcome to the community. 

Could you share a screenshot of both automations you created to make sure I understand the correct process you are following and see if what you need is possible? 

[Matthew Jackson]

Hi Luciana, here are the screenshots of the automations I've created. The first automation is the creation of a card from an item being added to a checklist, and then the second is that card being completed links back to the first card, but this does not carry over any tags from the original card.


This automation however, creates the second card and carries over the tag, but this breaks the second automation in the first screenshot. 

[Luciana Munhoz]

Hey Matthew, thanks for sharing more details about the automations. I understand the workflow now. I did some testing, but I'm afraid there isn't an easy way to do both actions you need (carry on the labels and tick off the item) because of the current variables and actions available. 

The workaround I found, although it's not ideal, is to update the card title of the child card to its URL. When the item is converted to a linked item, it uses the card URL in the checklist.

So here is the example:

when an item is added to a checklist in a card in list "Epics", convert the item to a linked card in list "To Do" copying labels, link the cards together, and rename the card to "{cardlink}"

And when the card is complete you'd need adjust to something like:

when the card is marked as complete in a card, move the card to the top of list "Completed", find the first card linked in the attachments, and check item "{triggercardlink}" in checklist "Content"

Hope that can be useful somehow. Any questions let me know!

[Matthew Jackson]

Hi Luciana, thank you for your hard work. I think I'll stick with what I've got and just attach tags manually. 

Regards

Matt