How can I make card movement in trello dependent on a field or box being filled or checked

I have a trello board that is used to track the progress of sales orders. I would like to restrict movement of cards to archive unless an "invoiced" field is completed or checked.

At the moment we rely on the operator to check this, but they sometimes forget. This means that if we are looking up an archived job, we sometimes lose time trying to track down the invoice number

1 answer

Hi Justin,

 

Natively in Trello, there's no way to restrict movement like that, but I think you might be able to get the same effect with something like Butler for Trello: https://butlerfortrello.com/

 

There, I'm thinking you'll be able to set up a rule that if the card gets archived without that box being checked, it would send the card back. Zapier might be able to do this too, so that's another great resource you can check! https://zapier.com/zapbook/trello/

Suggest an answer

Log in or Join to answer
Community showcase
Bridget Sauer
Published Feb 02, 2018 in Trello

Atlassian User Groups: Trello edition

You’re invited to our first ever Trello User Groups   Good news for current and aspiring Trello enthusiasts! We’re launching Trello User Groups so that you can network, share ideas, solve ...

1,199 views 8 10
Read article

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you
Atlassian Team Tour

Join us on the Team Tour

We're bringing product updates and pro tips on teamwork to ten cities around the world.

Save your spot