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Keep card creation date when moving cards

Phil Janssens

Hello,
To keep track of the cards age and duration, we added a rule to add the date to a custom field every time a new card is created.

Problem is that when a card is moved the creation date is always overwritten by the date the card has been moved between boards or even between lists on the same board.

How can this be prevented so that the actual creation date is kept and can be tracked even if the card is moved between boards or lists ?

I already tried several rules but a move between boards or lists seems to trigger the new card creation rule every time.

Any suggestions ?

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Lucas Pessoa_un3ec5

Hey @Phil Janssens , I'd love to learn more about what you're trying to accomplish. Are you an agency or service provider?

Hannah Humbert - Simpla Workflows

Hi @Phil Janssens can you share the rule you've created?

Phil Janssens

Hi Hannah,

This is the rule I created to add the user's name and creation date to the card.

when a card is added to the board, set custom field "Card Created by" to "{fullname}", set date custom field "Card Added On" to now, and set custom field "Card Created on" to "{date}"

Phil Janssens

Hi Lucas,

I simply want to capture the card creation date and user name and maintain this when moving cards between boards and lists.

When a card is moved, this information is updated and the initial creation date/username is overwritten.

I'm neither an agency or service provider, not sure why this may have an impact on a possible answer/solution though

Phil Janssens

For info, I know I'm recording the date twice, this was a test to see if one would be kept when moving the card and also to verify the date formatting.

Hannah Humbert - Simpla Workflows

I have a similar rule on my board and the date is preserved when the card is moved around.

when a card is added to the board, set custom field "Date" to "{date}"

I tested moving it between lists within the same board and moving it across different boards (the secondary board had the same field already on the board). In both cases, the field value is preserved.

It's strange how the date is being overwritten in your case🤔 Perhaps there is another automation conflicting with your one? Can you see in the command logs if the field is being changed by your automation?

Lucas Pessoa_un3ec5

I see. I currently don't know of a way to make that happen other than perhaps using custom fields

I asked about agency or service provider because I know of other platforms that have a check-in feature that is used for that kind of "tracking" that you mentioned and the one I'm thinking about is specialized in service providers

Phil Janssens

I'm already using custom fields to capture the date, but these are also updated whenever the card is moved.

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