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I want to build a rule that will automatically sort a list called "Sales Funnel" based on what Labels are assigned to its cards. I want this to work when I create a NEW card or MODIFY an existing card. This is a very simple but effective CRM type solution. No extras needed. I'm sure Trello can do such a common task but I cannot find the right trigger that handles BOTH create and modify of a card.
Current Rule (Based on Calendar trigger)
every day, sort the cards in list "Sales Funnel" by label blue "FOLLOW UP", red "Urgent ascending
Example #1: Create a new card
Example #2: Modify an existing card
I am ramping up on Trello so a clear rule setting would be welcomed. All help/suggestions are greatly appreciated.
Hi @ManniStudio -- Welcome to the Atlassian Community!
How would you use this sorted list? Where would you see it in Jira?
For example, if you are viewing the sorted issues using a saved filter search, creating/updating an issue would update their contents. The next time you view the filter they would be in your new order. There is no need for any automation to generate that sorting.
If instead you mean to change the Rank field which Jira uses for ordering, such as in a backlog, that is not easily possible with an automation rule. It would require calling the REST API to change the Rank and potentially need to be run repeatedly...something that could lead to unpredictable results.
Following up to my last comment. The 'Filter' button on a board is great and does focus you on what you searched for (and I am using this feature), but Trello doesn't offer a way to 'save' a search filter. You must put your keywords in, select labels, etc each time you use the filter (not fun). So, no luck as a solution
Thanks for clarifying. Please note you posted this question in the Atlassian Automation area, which is a feature of Jira.
Please consider also posting this in the Trello area so people watching that can perhaps offer help: https://community.atlassian.com/t5/Trello/ct-p/trello