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how to update the custom field via rule trigger by description content?

Tammy Shi July 27, 2022

process and questions:

  • 1.  the card is created by "Email-to-board" function
  • the description has various field such as Country, Business Unit etc.
  • The format is stable  Country: {countryname} such as in below red rectangle.
  • when the countryname parameter is Philippines,  prefer to have an automation rule to select  Philippines in the dropdown custom field Country.

How to set the rules??

  • trello country.jpg

3 answers

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Tammy Shi August 1, 2022

when the description of a card contains "Created From:{*}\nRequestor Email:{*}\nCountry:{*}\nCategory:{*}\nBusiness Unit:{*}\nService Start Date:{*}\nEND", set custom field "Created From" to "{wildcard1}", set custom field "Email Id" to "{wildcard2}", set custom field "Country" to "{wildcard3}", set custom field "Category" to "{wildcard4}", set custom field "Business Unit" to "{wildcard5}", and set custom field "Service Start Date" to "{wildcard6}"

Tammy Shi August 1, 2022

to avoid impact by the others rule, we did some exactly match. as above

milynnus
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August 2, 2022

@Tammy Shi 

:) you got it. Just remember is approach is very sensitive changes and that the content itself does not contain any of the keys (delimiters).

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milynnus
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July 27, 2022

@Tammy Shi 

My guess is using wildcard would work. Just try {*}Country:{*}\n{*} and see if {wildcard2} gives you the country. 

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Brittany Joiner
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July 27, 2022

@Tammy Shi i would say there's probably a way to do this with regex, but my regex is not advanced enough and i think it might actually be a bit complex - i think maybe something like (?<=Country: ).*

So that should return whatever is in the card description after country, so i think you'd probably need a couple rules set up to do this, one for each field, so your trigger would be something about when a card is added, then you can add the action to update the custom field country with that value- but I'm not sure the value you'd put there, as the regex above would pull the value, but i don't know if it would work to combine a butler variable with the regex. Ie, you basically want to update something like {carddesction}regex:/.(?<=Country: )./*  but i don't know exactly if that's how that would work. @milynnus is the go to expert for this kind of stuff!

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