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How to automate attachments under the same list

i_Poise Design

In order to link the due date changes in different cards, they have to be attached to one another for date automation to work. However, it's tedious to continuously add each card as an attachment and there isn't an option to automate attachment as cards under the same lable

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Hannah Humbert - Simpla Workflows

Hi @i_Poise Design ! Welcome to the community there are different ways to approach this, so without knowing too much about your workflow, I'll throw out a few ideas.

Lookup cards
Is there any logic around how cards are linked/attached together? If so, you might be able to use the lookup function in Butler. The idea would be to create a rule that says something like "when a card is added to the board, lookup a card titled {cardname}, and link the cards together."

The above example is using the {cardname} variable, so if you add a card called "Apple" it will find any other card called "Apple" and link them together. You can use other variables from the trigger card if that example doesn't make sense for your use case.

Linked checklist items
Another way to automate linked cards is using automation to generate linked checklist items. The idea would be to add any related items into the card's checklist, and it will generate a linked card like so:
linked checkitems.gif
You might want to create a separate checklist for the automation so it doesn't turn every checklist item into a linked card.

Happy to provide more details on either of the automations mentioned above!

Keyboard shortcuts
If there aren't any sort of patterns between the cards that need to be linked together, and it's completely random, it may be hard to write a rule to automate this. An alternative option to help reduce the number of clicks is to use keyboard shortcuts (ctrl + c / ctrl +v) to quickly copy and paste cards into one another like so:
copy paste cards.gif

Hope that helps!

i_Poise Design

Hello @Hannah Humbert - Simpla Workflows , Thank you for taking time to reply our enquiry. We have tried to use the ( Look Up Cards) method and think it works best. However, It is still very lengthy as only cards in each list should be linked together and each list has various items... We were hoping that there's a way for cards under the same list to be added as attachments under each other in order for date changes to link and correspondingly change. As we are using this to provide a clearer project breakdown for clients, Cards will generally not be moved and should cards be added, it would be under a specific list. Is it possible to automate such that whenever cards are added under the same list, They would be linked?

Hannah Humbert - Simpla Workflows

Hi @i_Poise Design If it's for the purpose of "syncing" date changes, would it work to have one main card at the top of each list that automatically gets all cards attached to it. This main card could act as the trigger card, so when a date change happens to that card, it affects all cards in that list.

The rule could look something like this:

when a card is added to the board, find a card titled "{listname}", and link the cards together

And this is how it would look:

auto-link cards.gif

i_Poise Design

Hey @Hannah Humbert - Simpla Workflows , Thanks for taking time to reply again. We are a little confused on how to specify the cards linked to different list heads since now it links every card to it..