Automation to move cards between boards

Question

Use Case: I run a sheet metal manufacturing shop. I have a Masterboard set up along with boards for each area of my shop. Each job we run has a different order of operations needed to complete the job. I have set up each area's board with "to do" "in process" and "done" lists. When a team member finishes a process, I want them to be able to move the card into their done folder and have the automation tell it where to go next. I have figured out how to create a rule to make all of the cards proceed to the same board/list, but I need to be able to customize it based on the specific job. Is there a way to define the rules for each card individually?

Hannah Humbert - Simpla Workflows · Answer

@Cheri Balding it sounds like it should be possible, but it's hard to give an exact butler command without knowing your workflow in a bit more detail. I'd suggest having a play around with two things:
1. Conditional triggers to see if there's a condition there that you could work with. E.g. "when a card with a custom field set to X moves to the done list".

2.  Variables to determine what board a card should be sent to. E.g. when a card moves to the done list, move to the card to board {checklistname}, or maybe you could have a custom checkbox for each area, so when one is checked, it moves to the corresponding board {customfieldname}.

Cheri Balding · Answer

I have one board for each area (11 area boards total) and several processes happen within each area of the shop. The issue is that some parts go through 3 of the areas but some go through 10+. Sometimes they go through a certain area more than once. I'm starting to think it's just not going to be possible to automate it all the way through.

Hannah Humbert - Simpla Workflows · Answer

@Cheri Balding It's possible to create a rule that says something like "when a checklist item is completed in a card in the "Done", move the card to the board {checklistitemname}". I don't believe it's possible to say "when a checklist item is completed in a card in the "Done" list, find the next checklist item and move it to that {checklistitemname}".

How many boards do you have for each area of your shop? Would it make sense to have a label for each area? So when a card moves to the "Done" list, it reads the label name and moves it to the corresponding board?