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How do i mirror a checklist from my main card to a linked card?

Jason knight May 11, 2023

Good morning,

I have a rule that states:  

when an item starting with "pdi" is added to a checklist, convert the item to a linked card, move the card to the top of list "PDI's to do" on board "Jay's work station", and add member @jasonknight70 to the card

I am trying to set up an automation so that when i add items to my "Service" checklist after that card is linked that they show up on both the main card and the card that was created by the previous automation. they don't have check off on the main card when they are checked off on the linked card but if they had to be that would be fine.

Thanks for your time

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Vongsawat
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May 11, 2023

when an item is added to checklist "Services", find the first card linked in the attachments, and add item "{checklistitemname}" to checklist "Services"

This is at most a superficial mirroring. So it doesn't acknowledge edits to the checklist item etc. (though you could set up a second rule to acknowledge removal of checklist items from "Services"). One-way unless you set it up on Jay's board as well etc. But usually sufficient for most use-cases.

Jason knight May 12, 2023

do i have to do this rule on both boards for it to work or just the one i want to mirror from

Vongsawat
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May 12, 2023

Based on what you wrote, just the board you're mirroring from.

The only reason you'd want to set it up on the child board, is if you want it so that when Jay adds an item in to his "Services" checklist, for it to mirror back on to the parent card, etc.

If all you want is a one-way connection, then you only need to set up the rule on the board that is instigating that one-way action.

Jason knight May 12, 2023

where do you find the action "add item"checklistitemname" to checklist "service"??

Vongsawat
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May 12, 2023

image.png
Take care to be case-sensitive, and the curly brackets

Jason knight May 12, 2023

ok that worked awesome! now can i go one step further and when one of the checklist items in checked off on the child card that is automatically checks that item off on the parent card?

Vongsawat
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May 12, 2023

Using the same pattern:

when an item is checked in a checklist named "Services", find the first card linked in the attachments, and check item "{checklistitemname}"

You may want a bunch of similar patterned rules, to ensure they more or less are mirrored. When an item is checked. When an item is unchecked. When an item is removed. etc.

(unless you don't want certain changes in the child card to reflect back to the parent card of course)

The only thing these rules are less capable of handling, is that they don't track changes to checklist items. So change the text and the connection breaks down etc.

Jason knight May 12, 2023

does that have to be done on the parent board or the child board

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Dreamsuite Mike
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May 11, 2023

"when a checklist {checklistname} is added to a card, find the first card linked in attachments and add the checklist "{checklistname} from card {triggercardlink}"

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