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Automation assistance in Trello

richard.whelan

Looking to create a Butler automation that will convert a card into a checklist item upon the due date being checked.

Accepted answers

Hannah Humbert - Simpla Workflows

Hi @richard.whelan welcome to the community 😊 this should be possible with butler. Can you give a bit more information on the workflow? Is there an existing card where all the checklist items should be stored within? What should happen to the original card? Should it archive? Do you want the newly created checklist item to link back to the original card?

Here's an example of how it could look:

when the due date is marked as complete in a card, archive the card, find a card titled "Completed Items", and add item "[{triggercardname}]({triggercardlink})" to checklist "Completed {monthname}{year}"

All comments

Hannah Humbert - Simpla Workflows

when the due date is marked as complete in a card, archive the card, find a card titled "Completed Items", and add item "[{triggercardname}]({triggercardlink})" to checklist "Completed {monthname}{year}"

richard.whelan

Hi @Hannah Humbert - Simpla Workflows , thank you for responding! So, What I have is a Board setup with a number of lists each containing cards that are set up as a "vertical" workflow. Each card in the list is a step in the workflow and has it's own due date. The last card in the list is essentially going to contain a summary of the completed cards in the list as a checklist. Once the list is fully completed, the summary card with the checklist should be moved to the"Completed" list. Hope this explains it better example list.png

Hannah Humbert - Simpla Workflows

Thanks so much for the extra context @richard.whelan that's super helpful! Assuming there are already checklist items in your completion checklist card that match exactly with the cards above, then maybe something like this could work?

when the due date is marked as complete in a card in list "Site Template", find a card titled "Deployment completion checklist", and check item "{triggercardname}"

You may need to create a separate rule for each list, unless you match the list name to the card containing the checklist. If you do that, you could achieve this all within one rule. It doesn't have to completely match - e.g. your list could be called "Deployment" and the card called "Deployment Completion Checklist". Then you could create a general rule saying:

when the due date is marked as complete in a card, find a card titled "{listname} Completion Checklist", and check item "{triggercardname}"

If the checklist item doesn't exist prior, you can incorporate that as a part of your rule - just add another action before the last one that says "add checklist item {triggercardname} to checklist"

Does that sound a bit closer to what you want?

richard.whelan

@Hannah Humbert - Simpla Workflows So having some success now but still seeing some things not working as expected.

I've attached a screen clipping of my current enabled automations. With these enabled the issues I am trying to resolve are below

For Workflow cards except the Summary card at the bottom when I mark the due date as complete it will add a checklist item to the summary card but it doesn't mark it as a completed checklist item. Would also like these to get archived off the list but when I add that action it only archives the Summary card?
Trying to figure out a way to move the Summary cards to the completed list once all items have been completed. Current rule to move it when the due date of the summary card is checked complete doesn't seem to do anything.