Automation Placeholders Usage

[Jose Saldaña]

Hi im trying to create an  automation that creates a card mirror on another board if a card is placed on a list and has a certain custom field value on one of its custom fields.

I have a name convention on my boards that have a "ProjectName - SpecificCustomfieldValue" format. 

Im trying to figure out how the automation placeholders work and their limitations for example i set this up like:

when a card id added to list "En Proceso", create a new mirror card with title "{cardlink}" in list "Nuevo" on board "{cardboardname} - {customfieldvalue}"

On custom field value, do i need to type a specific custom field value id or something like that so that it picks a value from a custom field list? 

Im trying to match the board name in this way so it creates the card's mirror on that specific board and list.

Is this possible?

[DiMaggio Tucci]

Hey, Jose! I hope I'm understanding you correctly.

Let's say you have a custom field called Color

The way to reference the value of Color is using this format: {{%Color}}

Use Custom Fields in automation 

Is that what you needed?

[Jose Saldaña]

OK if i want to specify which color, how do I choose the specific value. 

For example my custom field is list named Department and the value i want is ITSupport

would it be

{{%Department%ITSupport}}

[DiMaggio Tucci]

@Jose Saldaña What you're looking for then is to only run the automation if the custom field is a specific value? Then you would need to specify that in the automation trigger so it only triggers when the field is that value.

Otherwise, if that's not what you meant, doing {{%Department}} gives you the value, so I wouldn't understand why you would need to specify anything else.

[Jose Saldaña]

I understand I can trigger with custom field values and that is helpful, but what im actually trying to do is to automate how trello finds specific boards when i want to mirror cards. That's why im trying to use naming conventions for my boards to see if this is possible.

What im trying to do is if i have a board named "projectname - departmentname"

Im trying to use the variables to mimic the name so the automation knows on which board to create the card's mirror.

for example:

"{cardboardname} - {{%customfieldname}}"

to mimic my board naming convention

"projectname      -      department"

since the the custom field im trying to use is a list with the different department names that we set when creating the card, that is why im trying to see if this is possible.

[DiMaggio Tucci]

Hey there! First, let me apologize for any confusion and the long explanation—I really want to make sure I understand what you’re trying to achieve. If I’m missing something obvious, I’m truly sorry. Let’s figure this out together.

When you ask “How do I choose the specific value?” and suggest something like  {{%Department%ITSupport}} it makes it sound like you want to specify ITSupport directly in the automation. But the rest of your question makes it sound like you want to get the value of the Department variable. This is where I'm getting confused.

I see three possible different things you might be asking

1: Are you trying to grab the value of Department from the card and specify which board you want based on that value?

(This is the first answer I gave)

If so, then why are you specifying a certain value in the automation at all, and not just allowing Trello to pull it from the field using "{{%Department}}"? If you do that, then you can specify the board you want to mirror the card to using the value it pulled from the Department variable on the card. 

move card to board "{cardboardname} - {{%Department}}"

It seems that the custom field is a list of different departments and you want to use its value for your automation logic. Typically, you’d just insert {{%Department}} in your automation, and Trello would fill in the selected department name that it pulls. 

2: Are you trying to set the card's Department variable value based on the board the card is already on?

I haven't yet given you an answer on this one yet.

You could set the value of custom field Department to {cardboardname} using the automation under "Fields". If that's what you meant, I'm sorry, I wasn't getting that from your post.

3: Are you trying to do something only when the Department equals “ITSupport,”

This is the second answer I gave.

That's done by putting it in the trigger, as I suggested

Or did you mean something else entirely?

Thanks again for your patience, and sorry if I’m misunderstanding! Please clarify your intent to me.

[DiMaggio Tucci]

@Jose Saldaña