Automation - Create multiple itens on a checklist based on custom field date

[Jefferson Hauptmann]

Hi fellows,

i was wondering if someone can give me a glimpse with that one!

- A need to create multiple itens (monthly) on a checklist based on a custom field date.

- Nor or less, those items have all due dates (monthly) also based on that custom field date.

Bellow is a semi-automated example. Problem is that i need do insert item by item montlhy to get all itens created:

- add item "Ref. {monthshort+m}{yearshort} to checklist "Controle de Pagamentos", set the item due on the date in custom field "Entrada" plus 1 month.

- add item "Ref. {monthshort+1m}{yearshort} to checklist "Controle de Pagamentos", set the item due on the date in custom field "Entrada" plus 2 month

Is there a simple way to create those monthly itens at once?

[Brittany Joiner · Accepted solution]

@Jefferson Hauptmann what do you mean by "i need to insert item by item monthly to get all items created"? It looks likes the automation is saying when you set that date, it creates all those items isn't it? 

[Brittany Joiner]

@Jefferson Hauptmann if you want to clarify a bit more I can try to give a better answer

[Jefferson Hauptmann]

Hi Brittany. Yes, that would be the case. When the custom field "Entrada" date is set, itens on the checklist has to be created automatically with their own monthly due date based on that custom field. Normally a 12 month list should do it, representing a year contract.

Also, when those monthly itens are due on the checklist, I wish that their move to a different list named "Vencimentos".

[Brittany Joiner]

@Jefferson Hauptmann so sorry its taken me so long to get back to this... i totally missed your response 🙈

That being said, if you still need help with this, I actually saw someone asking about it recently and created a video explaining how to do it! https://youtu.be/V3Yj-hlIqCg

[Jefferson Hauptmann]

much appreciated you reply. i've been able to run a automation exactly how i was imagine after you YT video. check this out:

when custom fields "Entrada" are completed, add item "Ref. {monthshort}{yearshort}" to checklist "Controle de pagamentos", set the item due on the date in custom field "Entrada" plus 1 months, add item "Ref. {monthshort+1m}{yearshort}" to checklist "Controle de pagamentos", set the item due on the date in custom field "Entrada" plus 2 months, add item "Ref. {monthshort+2m}{yearshort}" to checklist "Controle de pagamentos", set the item due on the date in custom field "Entrada" plus 3 months, add item "Ref. {monthshort+3m}{yearshort}" to checklist "Controle de pagamentos", and set the item due on the date in custom field "Entrada" plus 4 months..

[Brittany Joiner]

Woohoo! Im so glad to hear that! 

Would you mind clicking the Accept Answer button so folks who are looking for the same know there's an answer in here? 

Also, you might be interested in joining the Trello Trailblazers Atlassian Community Events chapter! We have events each month talking about how to do cool things in Trello: https://ace.atlassian.com/trello-trailblazers/

[Brittany Joiner]

OH lol ignore me, you already accepted 😂 You should definitely still join the trailblazers though!

[Jefferson Hauptmann]

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