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Create a card from checklist Item when I am mentionned in it

Hello,

I Would like to make a rule to do that :

 

When I am mentionned in a checklist item, create a card with newcardname = itemname but without the @username and attach the sourcecard to newcard.

Moreover, I would like that when I move the new card to a list "XXX", the checklist Item is automatically check in sourcecard.

Thank you in advance for your help.

 

3 answers

Hi

Try this :

when an item containing "{* }@{?}" is added to checklist "Checklist name", convert the item to a linked card in list "Listname" using pattern "{wildcard1}"

And

when a card is added to list "Listname", find the first card linked in the attachments, and check item "{triggercardlink}"

Thank you for your fast reply.

But the first part doesn't work because I would like it works not only when I add an item but also when I add a username in an existing item. moreover, I still have in the card name the username.

To precise my request : Somebody add my username in an item eg: "@myusername do this action". I would like create a card in another board with cardname "do this action" with sourcecard linked in this card.

 

For the second part it doesn't work either cause butler telling me "I couldn't find a checklist item called "XXX"" . Doesn't it work only if I'm in the same board.

 

Thank you in advance

Hi 

You have this options

when I am mentioned in a checklist on a card with a name containing "{* }@{$}", convert the item to a linked card using pattern "{wildcard1}"

And

when a card is added to list "{listname}", for each card linked in the attachments, check item "{triggercardname}"

 

The only trigger for an item with butler :

  • Added
  • Removed
  • Checked
  • Unchecked

Either If item trigger is not appropriate, you should use an another way.

Either when a member is mentioned, the user should check the item. By this way, the action is triggered. After that you can create a rule to uncheck the item.

 

Make sure that the link between the two cards is bilateral :

  • The parent card has an item in a checklist which links to the child card.
  • The linked card from an item  has an attachment which links  to the  parent card.

Make sure that the searched card is not deleted or archived.

0 votes
Esme Crutchley Community Leader Dec 14, 2019

Hi @GrégoryBacquet1 

I think you might want to do something like this in Butler:

Screenshot 2019-12-14 at 16.59.17.pngObviously, this is if for my username and lists, but I think this is probably what you're looking for, for your first question.

For your second question, I would think that something like this:

Screenshot 2019-12-14 at 17.03.31.pngEsme :)

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