Automatically go to / open another card

Jerg Hilt January 25, 2024

Hello!

 

I am looking for a way, to open / go to a specific other card on a different board. 

 

For example: 

When a card is moved to list XXXX, go to board 1111 and open the first card in list ZZZZ.

or

When the due date is set as complete, go to the first card linked in the attachements

 

This would save me the trouble of manually closing the first card, opening the other board, searching the wanted card and opening it in order to continue the work progress. 

 

Thank you for your ideas and suggestions!

Jerg

 

1 answer

0 votes
Mary from Planyway
Atlassian Partner
January 25, 2024

Hi @Jerg Hilt 

It's Mary from Planyway

Automating navigation between different cards and boards in Trello can indeed streamline your workflow. To achieve this, you'll likely need to use a combination of Trello's built-in automation tool, Butler, and possibly third-party integration tools, depending on the complexity of the tasks you want to automate.

Here are some ideas and suggestions:

  1. Using Butler for Basic Automation:

    • Automating Based on Card Movement: You can set up a Butler rule to trigger an action when a card is moved to a specific list. However, Butler's current capabilities are mostly limited to performing actions within the same board. Directly opening a card on another board might not be feasible, but you can set up a rule to automatically add a link to the target card as a comment or attachment. This way, you'll have a direct link to the card in board 1111.
    • Automating Based on Due Date Completion: Similarly, when a due date is marked complete, Butler can post a comment with a link to a related card. You can predefine which card's link to post based on your workflow.
  2. Linking Cards Manually:

    • Manually Linking Cards Across Boards: While not fully automated, you can manually link cards from different boards. When you edit a card, you can attach another card by pasting the URL of the card from the other board. This way, you have quick access to jump to the related card.
  3. Third-Party Tools and Power-Ups:

    • Advanced Automation Tools: For more advanced automations (like opening a card on another board), you might need to explore third-party automation tools like Zapier or Integromat. These tools can interact with Trello's API to create more complex workflows.
    • Power-Ups: Explore Trello’s Power-Ups to see if there’s one that fits your specific needs. There are various Power-Ups that enhance Trello's functionality and may offer the kind of cross-board interaction you're looking for.
  4. Custom Scripting (Advanced):

    • If you're comfortable with programming, you can write custom scripts using Trello's API. This would allow you to create highly customized behaviors, like opening a card on another board. However, this requires technical knowledge and maintenance.
Jerg Hilt February 19, 2024

Hi @Mary from Planyway 

Thank you for your recomendations. This clearifies the situation for me. I am allready using Butler to automatically link cards across boards (using the cascade function). I was hoping to find a similar solution for the use case I described in my question but now I know, that this is not possible, at least for the moment. 

Using third party power-ups coudl be an option but unfortunatly most of these tools have become rather pricy over the last years and all these subsciptions pile up fast. 

Maybe I will look into scripting myself, so far I have no experience with that. You wouldn't have a suggestion, where I can find useful informations?

Mary from Planyway
Atlassian Partner
February 19, 2024

Here are some resources and tips to help you get started:

  1. Trello API Documentation: The best place to start is the official Trello API documentation. It provides comprehensive details on how to authenticate, make requests to different endpoints (like getting board or card details), and perform actions such as creating or updating cards.

  2. Trello Developer Community: Engage with the Trello developer community or forums for insights and support from other developers. You can find this through Trello's official channels or related communities on platforms like Stack Overflow.

Jerg Hilt February 20, 2024

Thank you! I will check these out. 

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