Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Mikes Trello Tips - 1-way Sync Trello custom fields between cards ➡️➡️➡️

Have you ever wanted to sync custom fields from 1 card to another on Trello when you move a card, add a label, add a member or mark it as done??

For example, When Card A is moved into List 2, copy the custom field values from Card A to Card B. 

Screenrecording2024-11-2713.17.10-ezgif.com-video-to-gif-converter.gif

There is a simple way of doing it with this automation:

when a card with custom field "[enter your custom field name here]" set to "{*}" is added to list "List 2", find the first card linked in the attachments, and set custom field "Text Test" to "{matchedtext}"

 Screenshot 2024-11-27 13.24.48.png

In my example, I triggered on list move but you can choose any trigger. 

I also used "card linked in attachment" cascade action, you could do the same by using the "find card by name/link" action

 

Just copy the above for all of the custom fields you want to sync.  It works for all fields except for checkboxes..

 

For checkboxes, you can handle those with 2 extra automations:

when a card with custom field "Checkbox Test" checked is added to list "List 2", find the first card linked in the attachments, and check custom field "Checkbox Test"

and

when a card with custom field "Checkbox Test" unchecked is added to list "List 2", find the first card linked in the attachments, and uncheck custom field "Checkbox Test"

 

0 comments

Comment

Log in or Sign up to comment
TAGS
AUG Leaders

Atlassian Community Events