I'm trying to create a template card that we will be able to duplicate with some mandatory field to be filled up.
Basically it's to process some of our custom orders :
Let's say, the sales has to enter some description and details like :
A plan picture ...
Hi @Ruben have you tried the custom fields power-up? You could add those details in each card for individuals to complete. Here is a link with additional information:
I am also searching for a way to make custom fields "mandatory" or "required" in Trello. Or, allow Butler automation to act on the condition of "not set" rather than a choice of "set" vs "cleared". In other words, I want something to happen if a custom field has never been touched one way or another. Right now the "untouched" state does not qualify as either "set" or "cleared".
Unfortunately, Custom Fields can't be set to mandatory.
Also, Butler rules are triggered when something happens, IE, the value of a field is set to something, or the value of the field is cleared; they can't be triggered by nothing happening, IE, the field not having a value and nothing happening to set or clear that value.
To get around this, you need to create a rule that says if something else happens while one or more other fields have no value, then do something.
For example, you could have a custom checkbox field called 'All finished' at the end of the list of all your custom fields and the user is required to click it when they've finished putting values in all the other custom fields.
Then, if there was a rule that said:
when custom field "All finished" is checked in a card without all custom fields completed, add the red "Some custom fields incomplete!" label to the card
then the card would get a nice red warning label that not all the custom fields had been completed.
This rule could be fine-tuned to check if certain fields have been completed:
when custom field "All finished" is checked in a card without custom field "Your name" set without custom field "Your phone number" set, add the red "Some fields incomplete" label to the card
which would make the two fields 'Your name' and 'Your phone number' as needing to have been set before the 'All finished' checkbox was ticked, or the card would get the red label added.
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