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Is it possible for creating cards automation to also copy custom fields?

VTCT June 13, 2023

Starting out with Trello but scanned the forums and can't find the answer.

 

I've created a request board which is populated by a submission from Blue Cat Forms. This then creates a card within the "new requests" list. What I want to achieve is that if the request relates to certain categories that a copy is then made of the card and moved to the relevant list, labelled, assigned etc.

This has worked fine and the data has been cut across except for the custom fields, for these the data is cleared. Is there a way so that the new card copies the custom fields as well, as the title and description?

Rule as below:

"when a card with the light purple "Website" label in list "New Requests 💡" is added to the board by anyone, create a new card with title "{cardname}" and description "{carddescription}" in list "Website 🖱" and add member @1 to the card and add member @2 to the card"

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milynnus
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June 13, 2023

@VTCT 

Use this for custom fields {{%Custom Field Name}}

VTCT June 13, 2023

Thanks, how would this be added to my above example? 

milynnus
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June 13, 2023

@VTCT 

Unfortunately you cannot prefix trigger, new or copy to custom fields. I should have read your question better. So the only way is to use http request to gather all the CF as part of the {httpresponse} or to created a key/value string as part of the new card and use a second rules to populate it. The latter approach was used with a client to carry land acquisition data across (CF) to another board. 

VTCT June 13, 2023

Hi, as someone new to Trello this goes well beyond my capabilities unfortunately. 

I've only got two custom fields currently, Name of requestor - text field, and Brand - dropdown , so if you can help me to a solution I'd be extremely grateful, but if this is essentially too complex we'll have to workaround. 

milynnus
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June 13, 2023

@VTCT 

See the technique used here and adapt it for your use

Screenshot 2023-06-14 at 12.29.51 AM.png

VTCT June 14, 2023

Brilliant thank you. I've managed to get the automation to work with the only slight niggle it is creating two cards. Not sure why this is, but it is hardly a big problem! 

VTCT June 14, 2023

Also, thank you for all your help, but is there a way to copy across start / due date as well? 

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