Automation assistance in Trello

[richard.whelan]

Looking to create a Butler automation that will convert a card into a checklist item upon the due date being checked.

[Hannah Humbert - Simpla Workflows · Accepted solution]

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}"

[richard.whelan]

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

[Hannah Humbert - Simpla Workflows]

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}"

You may need to create a separate rule for each list, unless you match the list name to the card containing the checklist. If you do that, you could achieve this all within one rule. It doesn't have to completely match - e.g. your list could be called "Deployment" and the card called "Deployment Completion Checklist". Then you could create a general rule saying:

when the due date is marked as complete in a card, find a card titled "{listname} Completion Checklist", and check item "{triggercardname}"

If the checklist item doesn't exist prior, you can incorporate that as a part of your rule - just add another action before the last one that says "add checklist item {triggercardname} to checklist"

Does that sound a bit closer to what you want?

[richard.whelan]

@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

• For Workflow cards except the Summary card at the bottom when I mark the due date as complete it will add a checklist item to the summary card but it doesn't mark it as a completed checklist item. Would also like these to get archived off the list but when I add that action it only archives the Summary card?
• Trying to figure out a way to move the Summary cards to the completed list once all items have been completed. Current rule to move it when the due date of the summary card is checked complete doesn't seem to do anything. 

[Hannah Humbert - Simpla Workflows]

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. 

[richard.whelan]

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! 

[Hannah Humbert - Simpla Workflows]

Ah, nice! Glad that's working for you. Good idea to use a wildcard in your last rule. 

[ikechukwu Emmanuel Ogoke (IKECrespo)]

very much interested and always focus on it