Using Butler to change label based on custom field date's aging

eric_bouchet

Hello,

I have a date set as a custom field (1st meeting), and I was hoping to be able to use that information to set a card label to reflect the distance from this date, as time moves :

• if 1st meeting < 30 days, label Green
• if 1st meeting between 30 and 60 days, label Yellow
• if 1st meeting more than 60 days, label Red

I understand this cannot be a rule, since it would only execute once, when we set the date, right ? And I need the status to change with time.

Butler's board button or calendar-based actions do not seem to offer this type of action around custom fields.

Did I miss something ?

Before you ask, I cannot use Trello's regular Due Date field, as it is already used by another date.

Thanks in advance
Eric

Esme Crutchley

Hi @eric_bouchet 

Welcome to the Community!

Okey dokey! This can be achieved in Butler but there are 3 rules that you need to make. I'll start from the beginning.

When you create a card and set the first meeting CF, we want to add the green label - this can't be any other kind of rule because it has to be added on creation otherwise it won't work:

So in this rule, we're saying that when the CF is filled out, it will add the green label. Meaning that you can add as many cards as you like for 'leads' and they won't count until you put the CF in.

Then we want to address the yellow rule. The trigger needs to look like this:

 

Then you want to remove the green label and add the yellow one:

Then for the last one, the red command, you want to:

Then remove the yellow label and add the red:

 

From what you've said, I think this is what you were wanting to be able to do.

Please, if I'm totally wrong, let me know and we'll try this again!

Esme