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Automation: update attached card's name that has a prefix

Matthias July 25, 2023

Hi there,

thanks to automation whenever I label a card on any board with my "priority" label, the card gets copied (and attached to the original card) to my "office" board, and the copied card's name gets a prefix with the original board's name. (E.g. the card "Email client" from the board "Project A" appears in board "Office" with the name "Project A: Email client".)

When I have to rename the original card, I want the copied card to get renamed as well, but to keep it's prefix. What I tried is this:

when the name of a card with the red "Priority" label contains "{cardname}", find a card titled "{*}{textbefore}" on board "Office", and rename the card to "{wildcard1}{triggercardname}"

But it doesn't work. Any ideas? Thanks!

2 answers

0 votes
Matthias July 26, 2023

Accidentally replied to myself. ; )

0 votes
Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 26, 2023

Hi @Matthias 

I think I understand what you are looking for and here are the automations I recommend:

 

Automation 1

when the red label is added to a card, copy the card to the top of list "Test" on board "Test" and link the cards together, and rename the card to "{triggercardboardname} - {cardname}"

 

Automation 2

when the name of a card with the red "Priority" label contains "{*}", find the first card linked in attachments and rename to {wildcard1} - {cardname} 

Matthias July 26, 2023

Hi @Mike,

thanks for your reply. : ) But this is not really it. Also, I haven't been too clear I reckon: the first part, where a project board card gets copied to my "office" overview board when the project board card receives the "priority" label - that part already works. I did it like this:

when the red "Priority" label is added to a card, copy the card without comments to the top of list "TO DO Projects" on board "Office" and link the cards together, remove the red "Priority" label from the card, and rename the card to "{boardname} ▶ {cardname}"

So, I am only struggling with the scenario when I have to change a card name on a project board. Then I want the office board copy of said card to also change its name accordingly - but with the added challenge that it has that prefix I wanna keep.

Example for the first part: On board "Project A" the card "Email the client" gets the priority label. The automation from above then creates a card named "Project A ▶ Email the client" on the office board. Nice.

But now I have to change Project A's card name to "Call the client". What I'm looking for is an automation so the "office" board card's name gets changed from "Project A ▶ Email the client" to "Project A ▶ Call the client".

(I have the feeling I am not good at explaining this. 😉)

Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 26, 2023

If the boardname is the project name, you could just have an automation that says:

when the name of a card starts with {*}, find the first card linked in attachments and rename the card to {triggercardboardname} ▶ {triggercardname}

Like Matthias likes this
Matthias July 26, 2023

Hey @Dreamsuite Mike,

that works - amazing! : ) 

And for extra fun, what would the automation look like if the office board card's prefix is not related to the project board name? Like, some random prefix, which I - again - wanna keep. I tried

when the name of a card with the red "Priority" label starts with "{*}", find a card titled "{*} ▶ {textbefore}" in list "TO DO{*}" on board "Office", and rename the card to "{xx} ▶ {triggercardname}"

but whatever I tried where it says xx, it never worked - I am not able to get the found card's prefix.

Either way thank you so much!

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