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Copy a card when something is added to a list or checked off a list?

Anita Kirkbride

I have a list for tracking sponsor outreach for an event. One card is the template for onboarding the sponsor once they've said yes. I've been copying this one at a time manually when we get a yes.

Is there a way I can get butler to do this automatically? I tried to do it but couldn't seem to find the right combo. I need to copy a card in a column when something is checked, and have the new card appear in the same column. Bonus if it can rename itself with the sponsor's name

Accepted answers

Ludo_gn7289

Hi,

You can create a rule like this

when the "yes" item is checked, copy the card to the top of list "{checklistname}", and rename the card to "{cardname} validated by {username}"

When the sponsor checks the item, the user name is added to the name of the new card. (Only the sponsor must check the item)

If sponsor is added as first member to the trigger card, replace {username} by {cardfirstmemberusername}. In this case, anyone can check the item, the sponsor name is added.

All comments

Ludo_gn7289

Hi,

You can create a rule like this

when the "yes" item is checked, copy the card to the top of list "{checklistname}", and rename the card to "{cardname} validated by {username}"

When the sponsor checks the item, the user name is added to the name of the new card. (Only the sponsor must check the item)

If sponsor is added as first member to the trigger card, replace {username} by {cardfirstmemberusername}. In this case, anyone can check the item, the sponsor name is added.

Anita Kirkbride

Thanks, but that's not my issue. I'm the only one using the list. And I need it to copy a different card.

Ludo_gn7289

Just add a card finding action before copying action and add the sponsor as first member on the "yes card".

find a card titled "Mycard to duplicate"

Anita Kirkbride

OK. I found the "find card" and have that copying, but I can't seem to see how to rename this card with the sponsor's name. When I check off the Yes checklist, the item checked off will be the sponsor's name. I want to rename the copied card to the sponsor's name.

Anita Kirkbride

Thank you so much!

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