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When I check a custom field can I auto-create a card on a different board?

Louise I'm New Here Mar 03, 2021

Hi Trello Community

Hope you're all keeping healthy and safe out there. I'd LOVE some help here please :)

We have an Advertiser board and a Production Board. I'd like to be able to automatically create a card on the Production board from a card on the Advertiser board when an advertiser requires us to create them some artwork. I need the card to be updated with some information before it disappears off onto the Production board.

I was thinking of doing this as follows:

Step 1: Having a custom field checkbox on our Advertiser card asking if the Advertiser needs us to create their artwork. When checked a new card would be created in the same list on the Advertiser board with the same card name as the original, just with the work 'artwork' at the end.

Step 2: Our Advertiser board user would then complete the card details, then click a card button called 'Send to Pete' (our awesome Production Manager). This would move the card to the first list on the Production board.

The issue: Firstly, I can't work out how to create a card using automation - it isn't an option on the Butler rules page. Secondly, I don't know how to get the new card to to have the same name with the word 'artwork' after it (but this may be simple once I can access a 'create card' functionality).

Sorry if I'm missing something really obvious here - pretty new user ;)

Cheers

Lou (New Zealand)

1 answer

@Louise 

The short answer is the you can create a new card with either a Butler Board or Calendar. To use a trigger like a CF you would need to copy a card instead to "create" a new card. The copied card takes on the same details as the original card. 

Louise I'm New Here Mar 04, 2021

Thanks for that.

Can you tell me how I'd create a new card with a Butler Board or Calendar please. I now have 2 more instances where I need to create cards so would be good to know this.

Thanks :)

@Louise 

Once you are in Butler give the board button a name or choose a schedule for you command for calendar, the action is on “+ Card” category. Try it. 

@Louise 

I was just working on a board, and now I can see "create" new card after you have select a trigger under "+/- Add/Remove". This is one instance I am glad I am wrong @Felix 

Like Felix likes this
Felix Atlassian Team Mar 05, 2021

@milynnusturns out that's a new thing :)

We shipped a change to Butler recently that enables creating a new card from any command type. Glad to see it's already coming in handy!

@Felix 

Is there a change log?

Felix Atlassian Team Mar 07, 2021

@milynnuscurrently not a public one, no. I'll raise it with the team and see if we'd consider making one though.

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