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Can I automate moving a card to a specific list based on a custom field or due date?

Pamela Laurie June 29, 2023

We have a board dedicated to booked events, and every event has its own card.  The first list on the board is "New Events" and is where the Sales Team drops the cards once an event has been booked.  Then there are a number of things that are triggered for me to do on the operations side.  The rest of the lists on the board are the months - so right now the 2nd list is "June", the next is "July" and so on.  After I have completed my initial tasks, I check off the first item on the checklist which triggers the label to change.  I would also like it to move the card to the list that corresponds with the month the event is happening, so if it is an event happening in October, it would move to the list "October".  We have a custom field on the cards called "Event Date" that the automation could reference.  I could also give the card a Due Date if that could make it happen.  Any ideas on how I could pull this off?

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milynnus
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June 30, 2023

@Pamela Laurie 

Try using {{%Event Date~MMMM}} in list name in your move. 

Pamela Laurie June 30, 2023

I'm not sure how I use that to set up an automation.  Could you elaborate?

Dreamsuite Mike
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June 30, 2023

@Pamela Laurie 

Automation:

When the custom field "Event Date" is set, move the card to the list "{{customfieldvalue~MMMM}}

 

MMMM represents returning the only the month in its full form so January, February, March and so on...

Pamela Laurie June 30, 2023

Sorry, I'm not getting it to work.  I created the automation:

when the "Send loop reply" item is checked in a checklist named "Ops Checklist - Pamela EVM", remove the dark sky "New for Pamela" label from the card, add the dark green "Loop Reply Sent" label to the card, and move the card to the top of list "{{Event Date~MMMM}}"

It moves the card to a new list literally called {{Event Date~MMMM}}.  I'd love some help or if you have a link to a resource where I could learn more about how to use variables, that would be even better!  Teach me to fish :).  I checked out:

https://support.atlassian.com/trello/docs/butler-variables/

but it's far from exhaustive.  Thanks for the help!

milynnus
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June 30, 2023

@Pamela Laurie 

Use {{%Event Date~MMMM}}

Like Pamela Laurie likes this
Pamela Laurie June 30, 2023

Nevermind, was just missing the % at the beginning of the custom field name.  It's working now!

Oliver Rathonyi-Reusz July 3, 2023

I have a similar question and hope it's ok I just jump in on this thread... I would like to move the card to a list on another board where the list name is the beginning of the card name... i.e. When card "Client - Jobname" is moved to the list "Done" move to List  " starts with {triggercardname} {variable for client" on Board "Client Archive" 

I am trying to figure out how to structure the variable for moving to a list where the list name starts with Client name which is the first part of the trigger card to save me from having to create an automation for each client...

Dreamsuite Mike
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July 3, 2023

Hi @Oliver Rathonyi-Reusz 

When a card with a name starting with {*} - {*} is moved to the list "Done", move the card to list "{wildcard1}" on board Client Archive

Oliver Rathonyi-Reusz July 3, 2023

Thanks @Dreamsuite Mike , I think I know where you are going, however, when I do it, It creates a new List on Client Archive with the title of the card...

Dreamsuite Mike
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July 3, 2023

I just tested it and it works for me (on the same board but the theory is the same)

Screenshot 2023-07-03 202434.png

 

ezgif.com-video-to-gif (7).gif

Oliver Rathonyi-Reusz July 3, 2023

Thank you so much for the screen shot - that helped me understand that I was missing a crucial step - I was typing in the {*} - {*} variable but NOT opening the contextual menu and hitting the "+" sign, so I was not actually adding it! I would see it when I went to edit the trigger, but not when I did the final add.  Now it works perfectly! Thanks again.

Oliver Rathonyi-Reusz July 4, 2023

@Dreamsuite Mike Well, this is why I'm not a developer.  Maybe, this needs a new thread. Once I got this automation working, I realized, that I have so many subtask cards tied to my "done" list that don't need to go to the Client Archive board and I also have a group of clients that will just be filed in a "General" List on the Client Archive board and therefore don't need to be part of this automation. 

So I thought I could create a button to move cards that are required to the Client Board, but I can't see a way to create the above variables in the Button Automations in Trello, as the "button" removes the {*} - {*} trigger. Is there a way around that?

 

Alternatively, I guess I could create a list on the current board that only gets the cards that need to go to the Client Archive and then use the automation you showed me...

Antonio Schiavone October 3, 2023

Hi guys! I need a suggestion: I want to create a board button that move all card from a specific list to another specific list with a specific condition (in my case the due dute is more than 90 day)....

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