linked card automation question

LANCE DARBY April 7, 2023

I have a board with two lists projects, tasks.

The project cards have a checklist names TASKS

The project cards have some custom text fields cardname, program.

I have an automation thats creates task cards in the task list when items are added to the TASKS check list on the project cards by converting it to a linked card.

 

  1. Is there a way to add the cardname field from the title of the project card to the task card?
  2. Is there a way to copy the program field from the project card to the task card?

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Vongsawat
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April 8, 2023

So this solution is a two-parter.

The first part manually converts the card in to a linked card. Using 5 commands instead of 1. For the sole purpose of having the new card's name include the two custom field variables in a specific format.

image.png

 

The second rule is specifically looking for cards created with the specific format in the name, and uses Wildcards to extract them and set them in to its own custom fields, before getting rid of all the extra data in the name.

image.png

Note 1 : (The other reason the first rule manually creates the card, is that once you convert, you cannot then access the custom field of other cards (ie the project card) without some kind of chicanery. With the other workaround I know of only allowing access to a single custom field)

Note 2 : (The trigger exception in the first rule is so that it can replace the checklist item with a link to the created card, without re-triggering the rule.)

Note 3 : (You can mess about with the commands in the first rule to tailor the connection between the project and task cards. one way link or two ways. or eschew attachments altogether and adding a checklist PROJECT with a link back to the project card via {triggercardlink} for instance.)

Note 4 : (Once the rules have run their course, the checklist item in TASKS will temporarily have the "task-name#cardname#project" pattern. But this is merely because the Trello links are not up to date with the actual card's name. Refreshing the page will update the link to show the correct name.)

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