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Button to move cards from specific lists based on start/due date

John Dunlea
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November 21, 2023

I am trying (unsuccessfully) to create an automation button that moves all cards with a start date of today from specific lists, to another list. 

 

For example, lets say I have 4 lists as follows:

 

  1. BACKLOG
  2. ON DECK
  3. IN PROGRESS
  4. DONE

 

Every card on the board has a start date and a due date. 

 

I want an automation button that moves all cards with a start date of "TODAY" AND which are on the "BACKLOG" and "ON DECK" lists, to the list named "IN PROGRESS". Note that it is important that this automation should only move cards which are on the "BACKLOG" and "IN PROGRESS" list and NOT move any cards which are already in the "DONE" list. 

 

For example, I would want the automation logic to look something like this:

Move each card from the lists "BACKLOG" and "ON DECK";

AND which have a start date of "TODAY";

to the list named "IN PROGRESS"

 

Is this possible? I have been unable to accomplish this successfully. 

 

Note that I have been able to successfully build an automation button which will move cards from ONE list, and which have a start date of "TODAY", to another list. However I cannot seem to expand this automation to move cards from MULTIPLE lists with the same start date criteria. 

 

For example, I my working automation is something like as follows:

Move each card from the list "BACKLOG";

AND which has a start date of "TODAY";

to the list named "IN PROGRESS"

 

However, I cannot expand this automation to include multiple lists on the first line. 

 

Hopefully someone has a tip that help me accomplish this. Thanks!

2 answers

0 votes
Daydreamer Mike
Community Champion
November 25, 2023

Hi @John Dunlea @John Dunlea It looks like regex is not supported in these scheduled moves, this was news to me.

 

So the short way round your issue would be to use the "not in" function.  Put all of the lists in the command apart from the ones that you actually want things to move from (Backlog and On Deck)

Move each card not in list "Done", not in list "In Progress" and with a start date starting today
Daydreamer Mike
Community Champion
November 25, 2023

By the way, have you considered automating the process so that you don't require a button?

John Dunlea November 26, 2023

@Daydreamer Mike It looks like that worked. Thank you! I will take a look at automating this to see if it is easy to accomplish. 

0 votes
Hannah Humbert - Simpla Workflows
Community Champion
November 21, 2023

@John Dunlea you should be able to achieve this using a regular expression:

Move each card from the list "regex:/.*(BACKLOG|ON DECK)"
John Dunlea November 21, 2023

Thanks Hannah! I was trying to find the location where I could manually edit the syntax of the automation, but I could not find it. Is it located on the Automation page?

Hannah Humbert - Simpla Workflows
Community Champion
November 21, 2023

@John Dunlea when editing your automation, you can just type the regex into this field here instead of picking a dropdown option:


Screenshot 2023-11-22 132205.png

Daydreamer Mike
Community Champion
November 21, 2023

Note, you need a / at the end...

regex:/.*(BACKLOG|ON DECK)/
Hannah Humbert - Simpla Workflows
Community Champion
November 21, 2023

Ah whoops good catch!

Like Daydreamer Mike likes this
John Dunlea November 25, 2023

Unfortunately it still is not working. I even changed the names of the columns to make sure there were no spaces in them, by replacing the spaces with underscores, but it still does not work. 

 

I get the following error when trying to run the button. 

 

Screen Shot 2023-11-25 at 12.43.09 PM.png

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