Automations with Custom fields mixing up with other automations

Question

Hi There! We use Trello to track our new hire onboarding as we are constantly hiring many part-time employees. Our onboarding has a few stages, offer letter sent, compliance review, HR invites, and Onboarding complete.

I have setup automations for each stage based on a custom field drop-down called "Stage". for example, when a card's stage custom field is set to compliance, I have Trello auto-move that card to a list and tag the compliance member attached to that card.

We have automations like this for each stage

However what seems to be happening is 1 of 3 things:

1. It works correctly (woohoo)

2. The wrong automation will trigger (for example, the HR automation will trigger when placed into compliance stage)

Below are screenshots of the automations: Any ideas?

3. The automation will not trigger at all until you flip the stage back to (Stage A) and then back again to Stage B to trigger stage B's automation.

Hannah Humbert - Simpla Workflows · Answer

Hi @Ryan Smith ! Just checking to make sure you're all set now after our call? If so, please click the "Accept Answer" button 😊

Hannah Humbert - Simpla Workflows · Answer

@Ryan Smith it looks like you've created a card button to trigger the automation? The {customfieldvalue} variable only works when the trigger contains something like "when custom field xx is set to yy".

Did you try the rule that I posted in the comment above?

I used LICEcap to create the GIF :)

Also, I do Trello consulting, so if you want to jump on a screen share and get this all figured out, I'd be happy to offer a free 30 mins. Might be quicker/easier that way! Here's my calendar.

Ryan Smith_lvu5xc · Answer

Hey @Hannah Humbert - Simpla Workflows , Trello is not auto tagging the individual like it did in your Gif (Hannah is the example in your gif). Perhaps I have it setup wrong?