I have the following butler calendar rule and essentially duplicates to act on other lists (1Q2021, 2Q2021, etc):
every month on the 1st, sort the cards in list "4Q2020" by custom field "Category" ascending, create a report in variable "4QRollupItems" with all cards in list "4Q2020" without the black "On Hold" label using pattern "{{%Category}} [{cardname}]({cardlink})", and create a new card with title "4Q2020 - {date}" and description "{$4QRollupItems}" in list "Rollups"
I would like to make the rule more generic, so I can consolidate to one rule and do not need to create new rules when new lists / quarters are created. There is one caveat that I do not want to iterate on two lists: "Not Scheduled" and "Rollups"
Essentially, I would think the rule like:
every month on the 1st, for each list not "Not Scheduled" not "Rollups" sort the cards in list "{listname}" by custom field "Category" ascending, create a report in variable "QRollupItems" with all cards in list "{listname}" without the black "On Hold" label using pattern "{{%Category}} [{cardname}]({cardlink})", and create a new card with title "{listname} - {date}" and description "{$QRollupItems}" in list "Rollups"
Hi Carla,
Unfortunately with your second generic rule, there isn't a way for the rule to detect the {listname} automatically. This needs to be explicit for each rule. Is there a way that you have common lists names across your boards? If you had a common name such as "currentQuarter" across your boards, you could easily set up the rule to look for this list across your boards.
Thanks!
Ryan
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