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How to tick a checklist item automatically when named attachment added to card?

Alex Figgett

Hello,

I currently have an automation configured that should tick one of my checklist items when an attachment with the name "Completed IT Form" is added to the card.

I'm having an issue at the moment where the automation can't seem to find the checklist on the card when trying to run the automation so I'm unsure why this is failing. This works fine on my template card I have set up for testing (duplicated from actual template we use for other cards) but the real cards seem to fail with no obvious reason.

Any assistance would be much appreciated!

Alex

Accepted answers

Brittany Joiner

@Alex Figgett hmm, im not seeing anything obviously wrong. for kicks and giggles, could you change the step order so it checks off the item before renaming the card? I don't think that would matter but maybe try that.

Also, how is the item being created? You said from a template, but is automation creating that item, or are you manually copying a template card?

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Brittany Joiner

Also, how is the item being created? You said from a template, but is automation creating that item, or are you manually copying a template card?

Alex Figgett

Hi Brittany,

Thanks for responding to this, I'm scratching my head with this one!

Changing the order unfortunately makes no difference to the rule - the renaming function works fine while the checklist function does not.

We copy the template cards manually using the in-built "Copy" button in the cards and then just rename the new version of the card through this process.

Kind Regards,

Alex

Brittany Joiner

so strange! I'm clicking a button to raise this to support so we can see if they have any idea what's going on here.

Renato Fagaraz

Hi Alex!

I see a few things that might be causing this issue. The biggest red flag I can point you to is the copy you're making of cards for the Automation to look at.

Since structurally you can have multiple Checklists in your cards, even with the same name for the checklist and its items , when the Automation is looking for an item it can struggle if you have multiple copies of a valid result in the same board.

My advice is to always specify a checklist name and not use the same name for multiple checklists if you wish to apply Automation to them. That’s because it can happen that a second checklist with the same name can't be targeted by Rules as it invariably stops at the first checklist with that name.

I'd also recommend as basic automation troubleshooting steps, you try to isolate the action you're having difficulty making work, and replicate it on a testing environment, just to make sure you can have it working before mixing it with other Automation actions!

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