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Entering Form Data into Trello Card

Hello,

We have a form which contains an integrated checklist. We would like to convert this form to Trello cards. Obviously, the checklist is no problem on Trello, but the form contains numerous additional fields which need to be entered.

Possible Solutions We Tried:

(1) Custom Fields Powerup. Easy to use, but little/no control over the layout.
Example: defaults to 3 fields per line, name of the fields are truncated, etc.

(2) Manually Formatting Checkboxes. Enter additional fields as __ or ?? for user to edit. Problems with automatic markup (__) are solvable, but difficult to format check boxes with new lines. Example:

[x] Step 1: Prepare Award

Date Req __ Date Recd __

(3) Attachment to Trello Card. Add an Attachment like a Google Sheet/Doc to fill out additional fields. Creating duplicate (blank) attachment when making a new card is labor intensive. Also, fields no long stored in same location.

Any thoughts on other solutions or refinements to the possible solutions above?

3 answers

1 accepted

0 votes
Answer accepted
Iain Dooley Community Leader Apr 04, 2019

@L__Dee_Miller I would recommend creating a new form and linking it to the card when a new card is created, and having all your data entry done on that form.

Here's a Trellinator function that would do that:

https://gist.github.com/iaindooley/24f15dbe7f7baa65d37ffef8cf342b37

You can see how to install Trellinator here:

https://community.atlassian.com/t5/Marketplace-Apps-articles/Introducing-Trellinator-Automate-Trello-with-Google-Apps-Script/ba-p/925271

Thank you for responding Iain,

I'm not sure whether Trellinator would work well for us. I checked out the links that you provided and the need for a buffer server between Trello and Google Apps Script may be problematic (for us).

Instead, I have setup a Postman collection to run all the necessary API calls. This collection does the following:

(1) Trello API: Create a new card.

(2) Google API: Create a copy of the spreadsheet.

(3) Trello API: Attach the copy to the card.

For anyone interested in using Postman, I would recommend the following short (but excellent) video series:

https://www.youtube.com/watch?v=YKalL1rVDOE&list=PLM-7VG-sgbtBsenu0CM-UF3NZj3hQFs7E

Iain Dooley Community Leader Apr 08, 2019

@L__Dee_Miller that's a cool implementation!

Trellinator defaults to just use the buffer I have installed at https://www.theprocedurepeople.com/forward-gas-service/ -- you only need to set up your own if you have privacy concerns about running it through an external server.

However the postman solution is a great one when you have a "non-reactive" requirement (ie. where you're initiating it by clicking a button or something rather than having it react to some event within Trello).

I haven't actually seen postman before, I'm adding it to my list of goodies, thanks for sharing!

@L__Dee_Miller: Thank you for outlining this. Would you mind to share the collection?

Hi @L__Dee_Miller @Andreas Sefzig

 

You can use Hipporello for this purpose. Instead of building your custom forms with coding, what you can do is use Hipporello to build your forms and embed them to your application or static websites. Besides that, for example, you can add automation rules to send an email when the form is submitted or you can send another resolve email when the card created for the form submission is archived.

 

You can present your form on Hipporello service desk portal too. You can manage who can access on service desk portal using access policies. Hipporello has many other features that I could not list here. Please come and give it a try.

https://trello.com/power-ups/5dd670e21b2a8973687ca15a

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