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Butler: convert check-item to linked card question

Edited

Hello! I have a question regarding a butler rule I have setup:

Trigger: when an item is added to a checklist

Action: convert the item to a linked card

Current process:
- Add check-item to card
- Assign due-date of Sep 30 and member "A" to said check-item
- Check-item is converted to a linked card, and card is added to-do list.

Current result: Card created in to-do list has no due date or member assigned
Desired result: Card gets assigned the Sep 30 due date and is assigned to member "A"

How can I get the due date and member to follow over to the linked card? I'm currently having to do it manually on both the check-item and the linked card which seems counter-intuitive. 

Thank you!

2 answers

1 vote
Iain Dooley Community Leader Sep 27, 2021

@Bri there is a modifier to the "convert to linked card" that allows you to copy members. I just tested and this works to copy the member assigned to the checklist item that you converted.

Unfortunately there's no due date modifier  that I can see.

 

If that is a critical feature, we could achieve this with our BenkoBot platform which is a 3rd party tool for Trello API automation:

http://www.benkobot.com/

The code would look something like:

https://gist.github.com/iaindooley/081e46150e897b57b380e0a19019bfeb

Unless you're a coder you'll probably need someone to help you set it up, we can put you in touch with a developer if you'd like.

@Iain Dooley thanks for the reply! I saw that option to copy members, but it actually copies members from the card, not the check-item :( 

Iain Dooley Community Leader Sep 27, 2021

@Bri Ah yes, sorry when I was testing it out I had converted an assigned checklist item to a card using the interface. In that case it *does* keep the assignment, but obviously it's not linked in that case.

I think the only way to get the result you want where an assigned/due checklist item maintains its due date and member assignment when automatically converted to a linked card is by coding an API automation.

@Bri 

Currently there is no support for that. You can do it via a http request with code. You will have work this into your automation when new linked card is created. Or you automate the item creation from CFs that computes the due and pick up the person of a list ....These need to be considered.

Thanks @milynnus ! Are you able to elaborate a bit on the workaround with CFs and lists?

@Bri 

The client wanted to assign a responsible person and due date who will be responsible for a set of task items on a checklist and track progress at a checklist level. We use a couple of CF to select due days, person’s usernames and  checklist. It calls via http request to create item in a tracking checklist and item with person assigned and due date. 

You can extend while doing the above to created a linked card with all the details you need from the item and return the short_url which will allow you to continue the automation with a find and may be a move the card to the right list. 

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