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Checklist Automation

Roxanna Vasich July 25, 2023

Im trying to make an automation for when a specific checklist item is checked on a specific checklist name that the whole card gets moved to done. Ive tried multiple ways of doing this and nothing happens, I have checked the automation log and it doesn't even run to show an error. 

Screenshot 2023-07-25 at 8.22.11 pm.pngScreenshot 2023-07-25 at 8.52.45 pm.png

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Mike - Dreamsuite Consulting
Community Champion
July 25, 2023

Your automations look okay but the text has to match exactly (that includes spaces)

one thing you could do to help counteract that is change the automation to:

when the "Accepted Quote{*}" items is checked, move the card to the bottom of list "Completed"

This command removes 2 possibilities for error...

1) It will match just "Accepted Quote" part of the checklist item, and ignores the text after "Accepted Quote".  Note, it is worth checking that none of your checklist items have a space before the text begins, this is a common cause of checklist item automations not triggereing.

 

2) Unless you have the same checklist item in multiple checklists, you don't need the checklist name part of the automation.  This removes there being any issue with matching that text.

Roxanna Vasich July 28, 2023

Thank you for your help, i used your suggestions and was able to make the automation work correctly. 

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