Automation to move card to another list seems to copy not move

[Leanne Jackson]

Hi everyone,

I have a master board where all potential dev requests are hosted, they then go through an approval process and the automation moves them into a list on the same board once approved. Should they be approved, the people who requested the dev have a separate board and the card appears on their board under a list called Outstanding to allow them to see their requests without seeing other requestors. 

What I would like to happen is then when we on the master board move the card from a list to the in production list, that this also moves the card in the requestors board. However, it seems to create a new card in that list and leaves the other card in the Outstanding list.

I am choosing the move action but it is seemingly copying, has anyone found a way around this? I have tried choosing to then archive the card but it archives on the master board too which is not ideal.

Any help is very much appreciated. 

Thanks,

[Daydreamer Mike · Accepted solution]

HI @Leanne Jackson 

Welcome.  

I have read through several times and need to break down the structure a little more to help you.

1. Are the requesters putting a card on the dev requests board?
2. When the new request is added to the dev requests board, are you using automation to create a linked card on the requestors board? 

Just as a pointer in the right direction for when you are mirroring actions in automation.

• The card that you have copied on another board, make sure you set the attribute "and link the cards together" on the copy card.
• A simple automation to mirror a card move is, "When a card is moved into list "Approved", find the first card linked in attachments and move the top/bottom of list {triggercardlistname}"

Just as a side, there are some great power-ups from @Hipporello that can give you a more professional feel for dev requests or service desk activities, it is worth taking a look

https://www.hipporello.com/trello-power-ups

[Leanne Jackson]

Hi @Daydreamer Mike 

Thanks for coming back to me. It turns out I was "copying" the card rather than linking it so I've managed to get it to work!

The only thing I can't seem to get it to do is move the linked card to a different list when it is tagged or moved in the master board but i'll keep trying.

Thank you for your help! 

[Daydreamer Mike]

@Leanne Jackson The list thing can either be 'hard coded' in the automation or could be referencing a custom field, or listname.

For the first one, lets say the list you want to move it into is called In Progress, you can do:

when a card is moved into list "Approved", find the first card linked in attachments and move to top/bottom of list "In Progress"

If you want it to move to a list with the same name, you can do: 

when a card is moved into list "Approved", find the first card linked in attachments and move to top/bottom of list {triggercardlistname}

I hope this helps

[Leanne Jackson]

That's done the trick - thanks so much!