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Rename a card with a Custom Field

Alyssa Pazornick
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June 11, 2024

I am copying cards from one board to another to help with a workflow. When I copy it over, I want to rename it to include the name of the original list OR the name of the text pulled into a custom field (which is currently the list name).

 

The main board it is coming from the lists are specific addresses and all the cards are bulk actions and I want a board for my personal workflow with the specific cards, but don't want to have a list with just the same repeated card over and over. I have figured out how to copy them, just not how to change the name yet

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Hannah Humbert - Simpla Workflows
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June 12, 2024

@Alyssa Pazornick you can use a custom field variable to achieve this. So let's say you have a custom field called "Client Company" and when you copy a card, you'd like to prefix the copy's name with the value in that custom field. Your rule would be:

when a card moves into list "Closed", copy the card to the "Clients" list on board "Overview" and rename the card to {{%Client Company}} - {cardname}"

 

Alyssa Pazornick
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
June 13, 2024

@Hannah Humbert - Simpla Workflows Thank you! This was exactly what I was looking for!

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