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Changing start date of a card to a date from another card in another list when changed

Mahmoud Bahr May 11, 2024

Hello,

I have a board where the lists are project stages. I want that when a “completion date” date custom field is updated on a card in a list called “client’s approval”, the start date of the card with the same name in a list called “second visit” to be adjusted to the trigger card “completion date”

 

appreciate your help.

1 answer

0 votes
Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 12, 2024

Hi @Mahmoud Bahr 

This one is annoyingly cumbersome and you'd need to have a custom field on the second card to bridge it...then 2 automations.  I'll call it start date for this example:

1

When the custom field "completion date" is set on a card in list "clients approval" find a card with a name starting with "{triggercardname}" in list "second visit" and set custom field "start date" to {customfieldvalue}

2

When the custom field "start date" is set in a card in list "second visit", set the start date to the date in custom field "start date"

 

Mahmoud Bahr May 13, 2024

Hello @Dreamsuite Mike 

 

The problem of the solution you offered is that the “start date” field you assumed, if:

1- It is a date custom field, then I can’t change it to a “{customfieldvalue}, it can only be changed to a predefined options in the automation interface.

2- It is a text custom field, then I can’t change the start date to be equal to it’s value, as the interface allows only to set start and due date to be equal to date custom field values.

 

appreciate your help.

Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 13, 2024

It can be done. You just have to manually type the field name in the set custom field to value action.  See the example below:

Screenrecording2024-05-1318.08.43-ezgif.com-optimize.gif

 

Mahmoud Bahr May 13, 2024

Hi @Dreamsuite Mike 

Thank you so much, it worked.

 

another question is how to write a specific time on “date” using typing method. I tried many things like {date 16:00}, {date@16:00}, {date, 04:00} and non of it worked

Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 13, 2024

You should use this format:

{date=9h=30min}

 

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