How can i copy content from a template card directly in any other card added on the list?

Melissa Ikirezi
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October 23, 2024

I would like to make a rule that ensures that anytime i add a card on a certain list, and that list has a template card, then the content of the template card will be copied directly to the new card added to the list.

I've went through all the actions in the "Create rule" section but i don't see any action that could help me with that except the "Cascade" action.

But it's tricky to understand so let me know if what i'm trying to do is even possible.

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Carolina Lopez
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
October 24, 2024

Hi Melissa, welcome to the Atlassian Community!

When you mention that you want to copy the content, do you mean the description of the template card? If so, you can use the "lookup" action in the "Cascade" tab and variables. Here's an example of a rule that keeps the current description of a card and adds the description of the template card below:

when a card is added to list "New list", lookup a card with link "https://trello.com/c/AbcDef", and set the card's description to "{carddescription}\n{foundcarddescription}"

These are the documents I used as a reference to create the rule:
Finding or looking up cards (Automation advanced topic)
Automation variables

Let me know if this helps!

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