Butler: convert check-item to linked card question

Question

Hello! I have a question regarding a butler rule I have setup:

Trigger: when an item is added to a checklist

Action: convert the item to a linked cardCurrent process:
- Add check-item to card
- Assign due-date of Sep 30 and member "A" to said check-item
- Check-item is converted to a linked card, and card is added to-do list.

Current result: Card created in to-do list has no due date or member assigned
Desired result: Card gets assigned the Sep 30 due date and is assigned to member "A"

How can I get the due date and member to follow over to the linked card? I'm currently having to do it manually on both the check-item and the linked card which seems counter-intuitive.

Thank you!

Iain Dooley · Answer

@Bri Ah yes, sorry when I was testing it out I had converted an assigned checklist item to a card using the interface. In that case it *does* keep the assignment, but obviously it's not linked in that case.

I think the only way to get the result you want where an assigned/due checklist item maintains its due date and member assignment when automatically converted to a linked card is by coding an API automation.

milynnus · Answer

@Bri

The client wanted to assign a responsible person and due date who will be responsible for a set of task items on a checklist and track progress at a checklist level. We use a couple of CF to select due days, person’s usernames and  checklist. It calls via http request to create item in a tracking checklist and item with person assigned and due date.

You can extend while doing the above to created a linked card with all the details you need from the item and return the short_url which will allow you to continue the automation with a find and may be a move the card to the right list.

Bri_4hpaym · Answer

Thanks @milynnus ! Are you able to elaborate a bit on the workaround with CFs and lists?