Automation to populate custom fields in a list

Cordi Powell

I have a board that is assigned to each new client. The board has a list of 12 meeting cards (workflows), one workflow per card. When I add a client to the board, I would like the custom fields "last name" and "first name" to populate each card in the meetings list so that I don't have to type the names in one by one.  Is there an automation in Trello to accomplish this task?

Mike - Dreamsuite Consulting

Hi @Cordi Powell 

 

This is how you can do it with automation.  In my example, the client card is identified with the blue "Client" label and the meeting cards are identified with the purple "Meeting" label.

Automation:

1 This automation links the cards together

When the blue "Client" label is added to a card, collect all the cards with the purple "Meeting" label into linked cards in checklist "Meetings"

2 This automation will set the "first/last name" custom field of each of the meeting cards

When the custom field "{*} Name" is set on a card with the blue "Client" label, for each card linked from an item in checklist "Meetings", set the custom "{customfieldname}" to {customfieldvalue}