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Is it possible to force edits to descriptions on a template to flow down to other boards?

Is there a way to force description field edits for cards on a template to update the same description fields on the cards on other boards based on the template?

2 answers

Hi, 

It is possible. But first you must create a link between the card considered as a template and the other cards based on this template. Then you can build a rule to deploy the change from the template to the linked cards. 

For this, you need dedicated checklist in the template card and 2 butler rules. 

Create 2 rules :

when an item is added to checklist "Template Link",find a card titled "{checklistitemname}" on board "Myboard", 
and link the card with the item

This rule allows to link template and others cards. An item corresponds to a useful card to link with the template. In this example, useful card is on board "Myboard".

 

when the green label is added to a card, remove the green label from the card, for each card linked from an item in checklist "TemplateLink", set the card's description to "{triggercarddescription}", 

This rules allows to deploy the change to the linked cards. The triggercarddescription is the new description of the template which will be deployed. 

Note : label trigger is used for example,  because description trigger doesn't exist. 

 

Just, respecting this order for the user story : 

  • Create template card
  • Create useful cards from the template
  • Add checklist "TemplateLink" in the template card
  • Add items in the checklist "TemplateLink" by using the same names that the useful cards
  • Set Description to new value in the template
  • Add green label in the template

And for already linked cards, just execute the 2 last steps. 

Advanced features : it is possible to create automatically cards based on a template just by adding items. It needs more butler rules. I mean you add an item in a checklist in the template, then the item is converted into a card copied from the template. In this case, the link is build at the beginning, and you can too deploy future changes by using the action "for each card linked from an item". 

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