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How to copy custom field value when converting the item to a linked card

Andy McAfee April 3, 2024

I'm trying to solve for the following scenario, and I am stumped. I'm trying to populate a custom field value using automation by using the "convert item to a linked card" trigger. Here is my workflow.

1. I manually add a checklist item to a "Subtasks" checklist.
2. A linked card is created in the "Tasks" list. (working correctly)
3. I want the card created in Step 2 to inherit the "GP Name" custom field's value, but I can't figure it out.

Here's the rule I'm using:

when an item is added to checklist "Subtasks", convert the item to a linked card at the top of list "Tasks" copying labels, lookup the first card linked in the attachments, for each card linked from an item in checklist "Subtasks", set custom field "GP Name" to "{foundcardcustomfieldvalue}"

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Dreamsuite Mike
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April 3, 2024

Hi @Andy McAfee 

I wish what you were asking for existed to be able to directly map custom field values when they change. Sadly it doesn't.

The variable you set does not exist. In the past I have tried in hope to find secret unpublished variables but that also doesn't seem to be a thing...

This is a workaround:

when an item is added to checklist "Subtasks" in a card with custom field "GP Name" set to "{*}", convert the item to a linked card at the top of list "Tasks" copying labels, and set custom field "GP Name" to "{wildcard1}"

 

Andy McAfee April 3, 2024

Thank you. This accomplishes what I was needing.

Like Dreamsuite Mike likes this

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