I have a board that is assigned to each new client. The board has a list of 12 meeting cards (workflows), one workflow per card. When I add a client to the board, I would like the custom fields "last name" and "first name" to populate each card in the meetings list so that I don't have to type the names in one by one. Is there an automation in Trello to accomplish this task?
This is how you can do it with automation. In my example, the client card is identified with the blue "Client" label and the meeting cards are identified with the purple "Meeting" label.
Automation:
1 This automation links the cards together
When the blue "Client" label is added to a card, collect all the cards with the purple "Meeting" label into linked cards in checklist "Meetings"
2 This automation will set the "first/last name" custom field of each of the meeting cards
When the custom field "{*} Name" is set on a card with the blue "Client" label, for each card linked from an item in checklist "Meetings", set the custom "{customfieldname}" to {customfieldvalue}
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@Dreamsuite Mike Mike, thanks for your help!
Do you know if this automation is possible when you have a Trello custom field, i.e. last name in addition to a crmble contact on a card?
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@Dreamsuite Mike I am copying cards (vs. moving cards) from my prospects -> client pipeline instead of using the crmble card. This allows the automation you suggested to function properly. Thank you.
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There are actions in the Cascade section that allows you to gather a list of cards and then iterate through each card to make changes. The exact way to implement this will depend largely on your board and also how the name values are triggered.
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