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Replace value in card name in automation

Alex Figgett

Hello,

I'm wondering if it's possible for the card name to be edited as part of an automation to swap one value for another after a condition is met.

We currently have "Awaiting IT - {cardname}" in an automation to be added when a specific attachment is added to a card.

What I'm hoping to achieve is that when we then attach the IT information as another attachment, the automation would replace "Awaiting IT" with "IT Form Completed".

Is this possible please? I can't see anything obvious that would allow me to do so

Thanks in advance!

Accepted answers

Carolina Lopez_rbdu5v

Hi Alex!

You can achieve this with wildcards. You can find the document with more details about wildcards here:
Pattern matching and wildcards

Here's an example of a rule using a wildcard:

when an attachment starting with "IT Form" is added to a card with a name starting with "Awaiting IT - {*}", rename the card to "IT Form Completed - {wildcard1}"

Let me know if this works!

All comments

Carolina Lopez_rbdu5v

Hi Alex!

You can achieve this with wildcards. You can find the document with more details about wildcards here:
Pattern matching and wildcards

Here's an example of a rule using a wildcard:

when an attachment starting with "IT Form" is added to a card with a name starting with "Awaiting IT - {*}", rename the card to "IT Form Completed - {wildcard1}"

Let me know if this works!

Alex Figgett

Hi Carolina,

That's brilliant, thanks for providing this for me!

We do also have some scenarios where the "Awaiting IT" could be in the centre of the card name rather than always at the start - example below:

To Book - Awaiting IT - Customer Name

Based on this, is there a way for the solution to catch this in the middle of the name and how would the wildcards need to be structured for this please?

Kind Regards,

Alex

Alex Figgett

Hi Carolina,

I did some experimenting and managed to answer my own question with the below:

when an attachment containing "Completed IT Form" is added to a card with a name containing "{*}Awaiting IT - {*}", rename the card to "{wildcard1} IT Form Completed - {wildcard2}"

Thanks for your help!

Kind Regards,
Alex

Carolina Lopez_rbdu5v

I'm glad that using wildcards helped and that you found a solution for the second situation! Feel free to let me know if any other questions come up, and I'd be happy to help!

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