Automations with Custom fields mixing up with other automations

[Ryan Smith]

Hi There! We use Trello to track our new hire onboarding as we are constantly hiring many part-time employees. Our onboarding has a few stages, offer letter sent, compliance review, HR invites, and Onboarding complete. 

I have setup automations for each stage based on a custom field drop-down called "Stage". for example, when a card's stage custom field is set to compliance, I have Trello auto-move that card to a list and tag the compliance member attached to that card. 

We have automations like this for each stage

However what seems to be happening is 1 of 3 things: 

1. It works correctly (woohoo)

2. The wrong automation will trigger (for example, the HR automation will trigger when placed into compliance stage)

Below are screenshots of the automations: Any ideas? 

3. The automation will not trigger at all until you flip the stage back to (Stage A) and then back again to Stage B to trigger stage B's automation.

[Hannah Humbert - Simpla Workflows]

Hey Ryan, correct me if I'm wrong, but I think the trigger should simply be "when the "Compliance Member" field is set..."

You could also streamline this into one simple rule using variables:

when custom field "Member" is set in a card with custom field "Stage" set to "Compliance", move the card to the top of the list "Compliance", and post comment "@{customfieldvalue} compliance docs are ready"

 
So that way, you're not having to create a new rule every time a new member comes on board.

It would look like this:

[Ryan Smith]

Thanks Hannah! This seems to be working. Question though, there are times where I will set a card to the stage and the automation will not trigger until I change the stage to another one and then back again. Have you experienced this? 

[Ryan Smith]

Also what app did you use to record your screen like that? :) 

[Ryan Smith]

Hey @Hannah Humbert - Simpla Workflows , Trello is not auto tagging the individual like it did in your Gif (Hannah is the example in your gif). Perhaps I have it setup wrong? 

[Hannah Humbert - Simpla Workflows]

@Ryan Smith it looks like you've created a card button to trigger the automation? The {customfieldvalue} variable only works when the trigger contains something like "when custom field xx is set to yy". 

Did you try the rule that I posted in the comment above? 

I used LICEcap to create the GIF :) 

Also, I do Trello consulting, so if you want to jump on a screen share and get this all figured out, I'd be happy to offer a free 30 mins. Might be quicker/easier that way! Here's my calendar. 

[Hannah Humbert - Simpla Workflows]

Hi @Ryan Smith ! Just checking to make sure you're all set now after our call? If so, please click the "Accept Answer" button 😊