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Automating Card Linking

Bryant Hayes January 27, 2022

Hello

Is there a way to create a button or rule to link card A to to card B, while the cards are on separate boards?

2 answers

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milynnus
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January 27, 2022

@Bryant Hayes 

Once you are able to lookup on the card, add {foundcardlink} as an attachment.

Screen Shot 2022-01-28 at 6.13.55 AM.jpg

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Hannah Humbert - Simpla Workflows
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January 27, 2022

Hey @Bryant Hayes ! The reply in this post here gives one example of how to lookup and link cards across separate boards. The use-case for that example is if the cards have matching names. Is there any sort of pattern between card A and card B in your case?

Bryant Hayes January 27, 2022

What do you mean by pattern?

Hannah Humbert - Simpla Workflows
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 27, 2022

I mean is there any sort of way you're able to tell Butler what cards should be linked? Do they share anything in common? If you have existing cards that need to be related, there needs to be some sort of pattern in order to write a rule. For example, if a card is added to board A, find a card that has the same name and link them together.

If there's no pattern or logic around how cards should be related, another way to approach it is to write a command that generates a new card on the secondary board and links it with the trigger card (instead of taking two existing cards that are matching in some way and linking them together).

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