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Can I make an automation event with a "date" custom field in butler? (and pass that date further)

Antonis Vlachos

Hi there,

What I am trying to achieve is: when a certain date in a "date" custom field is some days from due, to create a new card in a list.

I have set up a similar rule, but the only condition I can chose is "is set"

What I want to achieve is to create a card automatically, when this condition is met and not when I set the field.

Is this going to work only when I manually update the field?

Is there any other way I can make this automation to work with a custom field and not the card's due date?

Accepted answers

Antonis Vlachos

Meanwhile I contacted trello support and got this solution:

I added the condition "card in a list X" so the rule doesn't loop when the custom date is applied on the new card (which would be in a different list).
You can retrieve the value of the custom date via the variable

{customfieldvalue}

as it was used in the trigger.
If the card needs to be created in the same list as the original card though, a loop will be detected and the rule will be stopped (but it should work nonetheless to create the card and set its due date).

All comments

Laura Holton _ACE Manchester_

Hi @Antonis Vlachos 👋

Butler's automations on Trello offer some great capabilities however there are some features that are currently limited. To the extent you are looking to automate an action it unfortunately doesn't look possible at them moment, however I'd recommend raising it as a potential new feature/functionality for Butler.

You can find out more on submitting a feature request here >> https://help.trello.com/article/724-submitting-feature-requests-for-trello

I hope this helps but if you have any more questions just ask away 😃

All the best,

Laura

Hannah Humbert - Simpla Workflows

Maybe I'm misinterpreting the question, but I think that trigger would do what you want? For example, I want a card to be created in the "To do" list about 24 hours before a custom field is due.
Screenshot 2021-05-21 102449.png
In your case, you would switch out "hours" with "days", so that way the card is created X days before the custom due date.

You might want a secondary action that says "and link the cards together" so you know what the newly created card relates to, or use a variable in the card title that references the original card.

Iain Dooley

@Antonis Vlachos So what you're looking for is a Due Date trigger that works on a custom field, rather than the Due Date.

That's not currently possible, but you can have several due date commands that take action at different times relative to a due date.

So for example, if the reason you want to do that is that you have a custom field called "Application Date" and 5 days before the Application Date you create a card called "Comlete the Application by {date}", then you have another field called "Review Submission" and 3 days before that is due, create a card called "Review Submission by {date}" then you could achieve the same thing by setting the card due to, say, the finalisation date of the task, then having several Due Date commands that create the required tasks with an offset relative to that one due date.

Antonis Vlachos

Thanks for the input.

My other option is to create another card, and add due date that is exactly the same with the field.

Is this possible?

So i want to achieve this:

- When date field is added, make a new card that dues at the date that's been added to that field.

What about this?

Iain Dooley

@Antonis Vlachos yep:

2021-05-26 at 10.17 am.png

Antonis Vlachos

I got to that point my self but...

How to do tell Butler to take the trigger card's field instead of the new card's field? How do you reference that inside the text area you are showing. That's my problem for now. Is there a solution you can provide?

Antonis Vlachos

Meanwhile I contacted trello support and got this solution:

{customfieldvalue}

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