Can I use automation to copy one custom field to another custom field on the same card?

[Cheryl Stephens]

I'm new to Trello and am using it to manage an annual cycle of work. I've done a lot of searching but can't find an answer to my question. There are two date custom fields on the card - Last year's meeting date and this year's meeting date. When the cycle for the year is completed, the card moves to the final list and I want to copy the current year's meeting date to the Last year's meeting date field so we are prepped for next year.  Is there a way to do this? When I look at all the actions for an automation related to date fields, the only options I see are time-related parameters - now, 1 year from now, 1 week from now, etc.  I'm hoping this is something simple that I'm just missing. Any help would be greatly appreciated. 

[Lara · Accepted solution]

Hi Cheryl,

Thanks for reaching out!

Just to confirm, did you want to set up a rule where the "Current year's meeting date" Custom Field replaces the Custom Field "Last year's meeting date"?

If so, you'll want to set up a rule like this:

• when a card is added to list "Final", set custom field "Last year's meeting date" to "{{%This year's meeting date}}"

The set custom field action is under the Fields tab.

In this example, the {{%Field name}} variable is used to reference a Custom Field’s value in an action. More on that here: https://support.atlassian.com/trello/docs/working-with-custom-fields/

Please let us know if you have any other questions, and we'll be happy to help.

All the best,

Lara
The Trello Team

[Cheryl Stephens]

Thank you so much! I'll give it try

[Cheryl Stephens]

worked great!  I didn't know I could type a field into to the "set custom field" blank - it only brought up non-date fields to select and I thought I had to select one of them.  Thanks for the help!