Looking to create a Butler automation that will convert a card into a checklist item upon the due date being checked.
Hi @richard.whelan welcome to the community 😊 this should be possible with butler. Can you give a bit more information on the workflow? Is there an existing card where all the checklist items should be stored within? What should happen to the original card? Should it archive? Do you want the newly created checklist item to link back to the original card?
Here's an example of how it could look:
when the due date is marked as complete in a card, archive the card, find a card titled "Completed Items", and add item "[{triggercardname}]({triggercardlink})" to checklist "Completed {monthname}{year}"
Hi @Hannah Humbert - Simpla Workflows , thank you for responding! So, What I have is a Board setup with a number of lists each containing cards that are set up as a "vertical" workflow. Each card in the list is a step in the workflow and has it's own due date. The last card in the list is essentially going to contain a summary of the completed cards in the list as a checklist. Once the list is fully completed, the summary card with the checklist should be moved to the"Completed" list. Hope this explains it better
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Thanks so much for the extra context @richard.whelan that's super helpful! Assuming there are already checklist items in your completion checklist card that match exactly with the cards above, then maybe something like this could work?
when the due date is marked as complete in a card in list "Site Template", find a card titled "Deployment completion checklist", and check item "{triggercardname}"
when the due date is marked as complete in a card, find a card titled "{listname} Completion Checklist", and check item "{triggercardname}"
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@Hannah Humbert - Simpla Workflows So having some success now but still seeing some things not working as expected.
I've attached a screen clipping of my current enabled automations. With these enabled the issues I am trying to resolve are below
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1. It looks like you've added brackets to the name of the checklist item, so you'd need to match that spelling to the last part of your rule. Was the goal to make the checklist item a hyperlink? If so, it should be [{triggercardname}]({triggercardlink})
So it should say: "add item "[{triggercardname}]({triggercardlink})" and then "check item [{triggercardname}]({triggercardlink})".
2. I'm not 100% sure why it's not working for you, but you could instead say "when X checklist is complete, move the card to the list "completed deployments". That way it would just automatically move the card once all cards are complete and eliminate the extra step of marking the due date as complete on that card.
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Hi Hannah, I was able to resolve all the issues and the board is now working as intended! I've attached a screenshot of the working automations if anyone is interested in using them. Thanks for your assistance!
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Ah, nice! Glad that's working for you. Good idea to use a wildcard in your last rule.
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very much interested and always focus on it
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