Automate Card Title with Client Last Name

Cordi Powell
Contributor
November 26, 2024

Hello Trelllo-ers,

This is my 1st post!  I'm trying to automate renaming of a card based on when a due date is set.  I can get the date and card name in the title, but cant get the client's last name to populate.  Any help is appreciated!Automate card title.png

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Dreamsuite Mike
Community Leader
Community Leader
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November 27, 2024

Hi @Cordi Powell Welcome to the community, I hope this post is the first of many. It looks like you solved your problem, which is amazing. Playing with automation and solving problems is what got me where I am today with it so keep it up.

 

I want to just mention that the part where it says rename the card to "{date}" is going to set the name to the date right now and not the due date that was set.  If you want it to actually be the due date that was set, you will want it to be:

 

rename the card to "{cardduedate} - {{%Last Name}} {cardname}"

 

Also, you can prevent the the issue where the custom field Last Name isn't set by having the same automation twice with the following triggers:

 

  1. When the due date is set in a card with custom field "Last Name" set...
  2. When the custom field "Last Name" is set in a card with a due date... 

 

I hope this helps and if you have any other questions please feel free to ask

 

Why not also join the Trello Trailblazers Atlassian Community, where you can get loads of expert content and join events dedicated to Trello:

https://ace.atlassian.com/trello-trailblazers/  

Cordi Powell
Contributor
November 27, 2024

@Dreamsuite Mike thank you for the insight on using the meeting due date vs. the current date, that is really helpful.  Everything is up and running - I appreciate your feedback!

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Cordi Powell
Contributor
November 26, 2024

Sorry guys! The formula works fine; I forgot to enter a value for the "Last Name"! 🤦🏽‍♀️ 

 

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