Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in
Celebration

Earn badges and make progress

You're on your way to the next level! Join the Kudos program to earn points and save your progress.

Deleted user Avatar
Deleted user

Level 1: Seed

25 / 150 points

Next: Root

Avatar

1 badge earned

Collect

Participate in fun challenges

Challenges come and go, but your rewards stay with you. Do more to earn more!

Challenges
Coins

Gift kudos to your peers

What goes around comes around! Share the love by gifting kudos to your peers.

Recognition
Ribbon

Rise up in the ranks

Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!

Leaderboard

Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,554,044
Community Members
 
Community Events
184
Community Groups

Is there a work around for sharing an automation rule, or rules, outside of your workspace?

I have created Board template to share with people in my industry that include Butler automation rules. I understand these are not automatically copied when someone creates a board from the template, but is there a way to share these automations? They will be outside of my workspace. So, the rule library doesn't help. 

Is there a way to copy/paste or share these for the new user to add to their board?

Thanks! 

2 answers

0 votes
Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 06, 2023

Hi @Paige Acton 

 

As someone who uses Trello automation to build solutions for people, this is a pain I have encountered many times. 

I'd love if Trello included Automations being copied with boards.

 

  • The way I get round this is by creating a temporary workspace called Transfer.  I normally enable the Trello premium 14 day trial also
  • I then copy the board I have made, to this workspace and then set the automation libraries for the board to shared
  • I then add the people I want to share it with, send them a video guide to show how they download the automation library.
  • They can then copy the board their workspace and enable the automations.

 

Of course this only works if all automations are in a library:

https://support.atlassian.com/trello/docs/working-with-command-libraries/ 

I would recommend making 1 library for 1 board and name it something relevant to the board to make it easier for the people you are sharing it with

Thanks Mike! This is a clever work around. So, do you think it would be beneficial to have the board templates and automation library set in that workspace? Or, you provide the link for the template and then add them to that workspace to copy the automation library over? Appreciate your insight! 

0 votes
Alex Koxaras _Relational_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 06, 2023

Hi @Paige Acton and welcome to the community,

Unfortunately there isn't any other way, at least not out of the box. You may want to try to screen capture your rules and just send them. But export/import is not supported in Trello like it is in Jira.

That's what I was afraid of... Appreciate the input tho! Do you think this is an update trello will make in the future? Thanks! 

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events