I am having some problems with my team board on trello when i import some excel to the board:
There are some rules (automatizations) previously setted that are not working for the data imported from excel, but instead they work for the tasks that we have setted on trello. Particularly the problems are with the dates, we are having to modify manually all the dates that we import in order to make the automatizations work.
Anyone have been working with this problem? It´s someting about formats?
Hi @Hannah Humbert - Simpla Workflows thanks for your help.
The rule is :
When star date less than 5 days from now is set on a card in list "Planning", move the card to the top of list "On Going", and set custom field "status" to "Pending of approval".
This rule doesn't work when i import an excel with blue cat, i've tried different pluggings without success, and also tried all the posible formats for "date" on the document.
Is there something am i missing?
The only posible solution i have find was to correct all the cards dates manually, like setting the date on the calendar analogically and then the rule start to work.
Hope i was clear, thanks.
@Manu Moya I think it's because the trigger "when a start date is set", only applies when you set a start date on a card that already exists on the board. So, let's say you move a card with a start date already set into the board, the automation won't trigger seeing as the card is being added with the start date already set.
I would say that when you import cards into the board, the card is being added WITH the start date, so it won't trigger the automation.
I would create a secondary rule in order to capture these cards being imported into the board.
when a card starting in less than 5 days is added to the board...