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Name of linked card from checklist Edited

Hi all,


I've read all the other related threads, but I cannot get this to work at all! :(

"when the ":name_badge: DOM: Flag for CS follow-up (Tick for yes)" item is checked in a checklist named "Incident Report Checklist Template" by anyone, convert the item to a linked card in list "Routine support and customer service follow up" copying labels, for each card linked from a completed item in checklist "Incident Report Checklist Template", rename the card to "Review: {triggercardname}", and post comment "Test!""

 

I want to be able to tick a checkbox item and have a new card created in another list, linked, then renamed to match the original card. 

I'm trying to error trap here and it's not even getting to the post a comment line. Why is this failing? 

When i tick a box, it creates the linked card, but then won't rename or post the comment. :/

 

 

3 answers

*bump*

Any ideas, @Esme Crutchley ? :)

Esme Crutchley Community Leader May 06, 2020

Hi @Deano 

Sorry, I totally missed this!

Can you go through step by step, on different lines, what you want it to do? 

As this command is extremely specific, it would help me immensely if it was step by step (as I don't have the knowledge of the board and processes that you do).

On first look, I would assume this, but I could be wrong!

  • when the ":name_badge: DOM: Flag for CS follow-up (Tick for yes)" item is checked in a checklist named "Incident Report Checklist Template" by anyone,
  • convert the item to a linked card in list "Routine support and customer service follow up"
  • copying labels, for each card linked from a completed item in checklist "Incident Report Checklist Template",
  • rename the card to "Review: {triggercardname}", and post comment "Test!

Cheers

Esme :)

Like Deano likes this

Thanks for the quicky reply!

I have two lists this relates to. They are :

  • Incident Reports.  These cards have the "Incident Report Checklist" applied to them.
  • Routine support and customer service follow up". 

 

When a user ticks a checklist item (:name_badge: DOM: Flag for CS follow-up (Tick for yes)) in the incident report checklist, I want it to create a linked card in the "Routine Support" list.

Currently, that works, but the card is named ":name_badge: DOM: Flag for CS follow-up (Tick for yes)". I would like it to be renamed to "Review: {triggeredcardname}". 

It seems in this process, it stops at the point the new card is created and the rename and post comment function doesn't work. 

 

Currently the scripting for that is 

when the ":name_badge: DOM: Flag for CS follow-up (Tick for yes)" item is checked in a checklist named "Incident Report Checklist Template" by anyone, convert the item to a linked card in list "Routine support and customer service follow up" copying labels, for each card linked from a completed item in checklist "Incident Report Checklist Template", rename the card to "Review: {triggercardname}", and post comment "Test!"

Esme Crutchley Community Leader May 06, 2020

No worries Deano, are you talking about Trello or Confluence?

This post is in Confluence, but it looks to me like Trello, so I just wanted to confirm.

Can you screenshot the rules so that I can see where it's failing?

Oh whoops! My bad, yes, this relates to trello! Sorry! :D

Oh my god, I've just realised there's a debug log available in the rule editor.

It's failing on "I couldn't find a checklist called "Incident Report Checklist Template".

Which is weird... I don't know why it can't find it. The spelling is exact. 

Esme Crutchley Community Leader May 06, 2020

I've moved this to the Trello questions page, just so it's in the right place, any links will still work though!

Right, everything is working except the second action - what is that action for? What's it doing? What's it's function? What are you trying to achieve with it?

From what I can see, it's not doing anything - as in - it doesn't actually serve a purpose - you've already created a linked card for the item that's been checked off in that card - so I'm not 100% sure why it's there - let me know what it is and we'll try again!

Esme :)

Esme Crutchley Community Leader May 06, 2020

This looks to be what you actually want:

Screenshot 2020-05-06 at 10.56.56.png

Yup, that fixed the issue! 

 

Thanks again, you're a champion. For reference, I read in another thread that the step that I removed was useful for solving the problem. Turns out, it was the problem! 

Esme Crutchley Community Leader May 06, 2020

Lol, always the way!

Glad it's been sorted!

Don't be a stranger now!

Thanks again - would there be a way to add the newly created card as an attachment on the original?

Esme Crutchley Community Leader May 06, 2020

Maybe you could add another action to the bottom:

Cascade - link the cards together?

You're worth more money. :)

Esme Crutchley Community Leader May 06, 2020

Woohoo! I assume it worked?!

It most certainly did! 

You're now officially my go-to for trello help! :D

0 votes
Esme Crutchley Community Leader May 06, 2020

Lol Deano!

Shucks GIF by memecandy

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