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UPDATE DATE ON COPIED CARD

John Chambers
Contributor
June 12, 2024

OKAY - stick with me here - let me explain - and if you see any holes in my workflow or concept - please, feel free to share your insight.

We have our Q1,Q2 etc boards for our quarterly task lists. 

We have created a milestones calendar and on that calendar only the true due date is listed. No dates related to checklist items or anything like that. We remove the checklist items  so that they aren't visible in the milestones calendar. 

THE WAY IT WORKS - We created an automation that says, if a date gets added to a card where there was previously no date, the card is copied to the milestones board, the checklists are removed and it shows up on the milestones calendar. 

THE PROBLEM - when we UPDATE a date on a card, the copied card on the milestones board does not get updated. If i create a rule that says if the due date is moved, it re-adds the card to the milestones board. 

So, what i'd LIKE to do - I'd like to have the card from whatever Q board - copied to the milestones board just like it does - BUT - if the date changes ON the original card - the date gets updated on the Milestones card.   

I'm looking into cascade right now - but I don't think it will deliver the expected results. 

Can someone who's a cascade genius slide some jedi knowledge my way. I'd be very grateful! 

1 answer

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Hannah Humbert - Simpla Workflows
Community Leader
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June 12, 2024

@John Chambers 

The first rule should be pretty straightforward:

when a due date is set on a card without a due date, copy the card to the top of list "To Do" on board "Milestones" and link the cards together

(note the filter "on a card without a due date")

For the second rule, you need to use a variable seeing as the date value is always going to be different. However, it's not currently possible to set the default due date using a variable, so here's a workaround:


So the second rule for you would be:
when a due date is moved in a card, find the first card linked in the attachments, set custom field "Custom Due Date" to "{triggercardduedate}", and set due date on the date in custom field "Custom Due Date"   

(note this will regardless of whether the copy is in the same board or not)

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