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Create a card with mandatory fields

Ruben_qfioi6

I'm trying to create a template card that we will be able to duplicate with some mandatory field to be filled up.

Basically it's to process some of our custom orders :

Let's say, the sales has to enter some description and details like :

Size

Color

Material

A plan picture ...

Thanks

Accepted answers

Jodi LeBlanc

Hi @Ruben have you tried the custom fields power-up? You could add those details in each card for individuals to complete. Here is a link with additional information:

https://help.trello.com/article/1067-using-the-custom-fields-power-up

Thanks,

Jodi

All comments

Jodi LeBlanc

Hi @Ruben have you tried the custom fields power-up? You could add those details in each card for individuals to complete. Here is a link with additional information:

https://help.trello.com/article/1067-using-the-custom-fields-power-up

Thanks,

Jodi

Jodi LeBlanc

Hi @Ruben did this resolve your question? Thanks!

Jodi LeBlanc

Hi @Ruben just checking with you to see if your question has been resolved.

Thanks,

Jodi

eyal horesh

Hi @Jodi LeBlanc

Coulden't find any mention to MANDATORY FIELD on your referation.

Can you be more specific please?

Angie

I am also searching for a way to make custom fields "mandatory" or "required" in Trello. Or, allow Butler automation to act on the condition of "not set" rather than a choice of "set" vs "cleared". In other words, I want something to happen if a custom field has never been touched one way or another. Right now the "untouched" state does not qualify as either "set" or "cleared".

Thanks.

MCB_t0xu7o

So, wondering if it's possible to have mandatory fields. Any clarity on that?

unknown

Hello @Angie Graves and @MCB and @eyal horesh

Unfortunately, Custom Fields can't be set to mandatory.

Also, Butler rules are triggered when something happens, IE, the value of a field is set to something, or the value of the field is cleared; they can't be triggered by nothing happening, IE, the field not having a value and nothing happening to set or clear that value.

To get around this, you need to create a rule that says if something else happens while one or more other fields have no value, then do something.

For example, you could have a custom checkbox field called 'All finished' at the end of the list of all your custom fields and the user is required to click it when they've finished putting values in all the other custom fields.

Then, if there was a rule that said:

when custom field "All finished" is checked in a card without all custom fields completed, add the red "Some custom fields incomplete!" label to the card

then the card would get a nice red warning label that not all the custom fields had been completed.

This rule could be fine-tuned to check if certain fields have been completed:

when custom field "All finished" is checked in a card without custom field "Your name" set without custom field "Your phone number" set, add the red "Some fields incomplete" label to the card

which would make the two fields 'Your name' and 'Your phone number' as needing to have been set before the 'All finished' checkbox was ticked, or the card would get the red label added.

Kathleen Ford_nermii

I really like this one but it is not working for me. Can check my automation steps?

when custom field "Data Complete" is checked in a card without custom field "* SRO" set without custom field "* Line" set without custom field "* Oper" set without custom field "* Customer Name" set without custom field "* SRD Author" set without custom field "* PM" set without custom field "* EM" set without custom field "* Client Contact Name" set without custom field "* Client Contact Email" set, add the dark red "Custom Fields Incomplete" label to the card, and move the card to the top of list "Task Assigned"

I have tried testing it but the flag is never set even when one or more of the fields is left blank.