Board/Card Automation

[Kim Borghoff]

Is there a way to create a new board from a template from an action on a card with parameters? eg. When a Card in a List moves to a list to the right it also creates a new Board from an existing template.

[Soumyadeep Mandal - SaM]

Hi @Kim Borghoff ,

Welcome to the community!

Please read these articles https://blog.trello.com/multi-board-workflows-trello-butler

https://blog.trello.com/butler-power-up-trello-automation

Regards,

Soumyadeep

[Kim Borghoff]

Hello, this does not cover a solution for me.  

Is there a way to create a new board from a template from an action on a card with parameters? eg. When a Card in a List moves to a list to the right it also creates a new Board from an existing template.

[SGi Admin]

@Kim Borghoff 

I have yet to see this capability in Butler. Before I start using Butler, I developed an app that creates a food menu board with cards when the vendor register with the marketplace. The ‘move’ can act as the ‘registration’ trigger. If this a must have business requirement you can contact me via my profile page. 

[Soumyadeep Mandal - SaM]

Hi @Kim Borghoff ,

I'm not sure if that's possible because the process of copying from a template is quite complex in the backend. 

So the conclusion is you cant create a board by moving a card from list1 to list2. It can't trigger a task like coping from a template.

I think you can create a new board using automation but can't create a board from a template.

Regards,

Soumyadeep

[SGi Admin]

@Kim Borghoff 

Looks simple enough. The new board "From Template" has the cards from the source board. Everything looks exactly the same except for the name. The template card that I created for testing is also copied over "as is".

Of course you need to be able to invoke this from Butler Http Request as part of your "move".

template = client.get_board('5ffe............4c63')

client.add_board('From Template', source_board=template, organization_id=None, permission_level='private',
default_lists=False)