how do i move all cards that match a requirement from a new card to a list automatically

[Svenja Roell]

Hey guys,

I work as an external recruiter, so we get multiple roles at a time and i have loads of candidates that I keep organized on trello.

I have started putting code words to candidates for roles they would fit to potentially help with my automation.

I have created an automation as soon as a new role gets added to my mail box it creates a card for this role.

I now want (open to other suggestions) all my candidates with the code word that matches that role be pulled to “need to process” - to help me not have to search through 5 billion canddiate cards.

I have two boards one for candidates and one for roles (but maybe a join them or maybe not). 

My candidate board has a lot of lists for all the different processes. 

However all those that I am currently aware are in the job market have a contactable label.

So i want it to only focus on “contactable” label and keywords in the title.

Does anyone have any suggestions?

[DiMaggio Tucci]

Hello there!

You could use a Board Button.

Here's an example automation:

move each card with a description containing "\"YOURTEXT\"" to list "test" on board "test"

[Svenja Roell]

Is it possible that it does it automatically?

or would I have to do it manually?

[DiMaggio Tucci]

@Svenja Roell 

Yes, you can do it:

when a card with a description containing "\"YOURTEXT\"" is added to the board

But, for the cards that are already on the board, you would need to do the button. You could then delete the button once you do it, and the above rule would take care of all cards going forward.

[Svenja Roell]

sorry Im not really following.

I have a whole range of cards already on the board (candidates)

on the other board new roles will be added and i want the cards that match the role to mirror onto the role board so I know which candidates I need to action - without doing much.

If anything i will have to edit and fix the role cards to have the code names I have given my candidates for it to match like candidates to role

[DiMaggio Tucci]

@Svenja Roell 

Now worries! I might not be understanding you correctly. If so, I'm sorry. I don't think I understood you properly when I provided my last answer.

Right now, this is my understanding of what you need:

"When a new role card is created, I want Trello to automatically find cards on the Candidate board with code words that match up with the role. 

The 'code words' already exist on the Candidate cards, and I will tell Trello which code words to search for when the role card is created. Preferably, the 'code words' could already be in the role card, and Trello could use that to know which 'code words' to search for.

I want Trello to then move these Candidate cards into a specific list 'Need to Process', only IF they have a 'contactable' label."

That is a complex rule, but I think it's doable! Before I provide a solution, can you please confirm for me that I am understanding you properly? I so appreciate your patience!

We'll get it done :-)

[Svenja Roell]

Thanks so much!!

Yes that exactly what Im needing.

I have decided to keep all on one board as it with otherwise make it to complicated.

[Svenja Roell]

Also it must only be triggered when a card is added to "roles to be filled"