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How can I "close card" when a rule is triggered?

Dan Henson May 17, 2023


Similarly to how you can 'close card when action is performed' with a card button, is there any way to create an action to close a card when criteria are met with a rule? "E.g. when custom field is set to x, do y, then close the card". The action doesn't appear under the actions options.

See screenshot: No option for "close card".Screenshot 2023-05-18 094644.png

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Dreamsuite Mike
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May 18, 2023

I have had clients who like the satisfaction of having a button to close a card, when they fill out some custom fields, instead of clicking out of the card back to close, they like a "Submit" button on the side.  That button does nothing but close the card. 

You could use this potentially, otherwise there is no built in way to do it.

Dan Henson June 26, 2023

Thanks Mike, shame there's no way to do it without extra clicks!

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