Please help me avoid one board per client

[Cordi Powell]

Thanks to @Brittany Joiner I was able to get the following regex to work:

However, it seems like I would have to create one board per client because I have 2 checklist per each client meeting and I have 14 client meetings per client.  Is there a way to have {cardname}(cardlistname} in the above automation where:

• {cardname} would be Meeting 1, Meeting 2, Meeting3, etc and
• {cardlistname} would be
  • Meeting 1 Checklist 1 move card Meeting 1 Checklist 2 
  • Meeting 2 Checklist 1 move card Meeting 2 Checklist 2 
  • Meeting 3 Checklist 1 move card Meeting 3 Checklist 2, etc. 

Having one board (representing each of the 14 meetings) per client is going to be inefficient as the number of clients increases.

Any help appreciated!! 

[Dreamsuite Mike · Accepted solution]

Hi @Cordi Powell 

you can chain the variables.  

Example

add the checklist "{cardname} - {cardlistname}"

You can also duplicate the action to add multiple checklists to a card:

add the checklist "{cardlistname} - Checklist 1" and add the checklist "{cardlistname} - Checklist 2"

Let me know if this answers your question. 

[Cordi Powell]

@Dreamsuite Mike  I decided to add each meeting as a list on the board and combine the meeting preparation checklist (completed by the assistant) and advisor meeting checklist into one checklist.  The meeting preparation tasks on the checklist can then be assigned to the assistant leaving only the advisor checklist.  As I move a card through the list, the appropriate checklist are added.  That is all my brain could handle for the tonight 🤯!  Thanks for your help!