How to disable editing cards after moving to a specific list

[Jacquie Polanco]

Trying to create a rule that disables editing of a card after it has been moved to a specific list to avoid any changes or comments to it from anybody but the admin. Could you please tell me if this is possible with a paid account?

I am trying to provide an option to leadership because we currently use Jira and Trello and the developers are complaining that Trello shouldn't be used to write comments/edits after they are developing.... 

[milynnus]

@Jacquie Polanco 

I built this when I first pickup Trello development.

https://youtu.be/vuu4nJ8ET4Y

This is a hack. I have smaller implementation that prevents users from being added to a card, or disallowing a change if it is not by a certain user....they deploy the webhook technique that was mentioned by Michael.

[Jacquie Polanco]

How can i get that? I saw the youtube and it doesn't show what I need. Only recuperate deleted cards.

[milynnus]

@Jacquie Polanco 

Yes, the video shows how the deleted card is being "re-created" but like I said I have used it to reverse changes e.g. when someone tries to add themselves or others as a member to the card. As long as, the before and after information is available on the webhook you can do that. For adding a comment, there is no before information.

For the recover of card case, I keep the essential information off line in a dictionary. Obviously I cannot do that for all cards and forever as it will create a storage issue. Theoretically nothing stops you if that is really needed.

Your question "How can I get that?" create a webhook with idModel = list_id, at endpoint handle each message as it comes in (ps there can be many, it depends).

We can talk offline if you want. See my profile for info.

[Michael Pryor]

You cannot lock cards in Trello. You can do things that undo changes to cards but it’s a bit hacky. 

You can think of the Trello card and the Jira ticket as two separate things. They can be linked but one can be edited without editing the other. 

You could use a syncing tool like Unito if you need them to match. Or try Link Cards and use the jira url as the title to the Trello card. 

[Jacquie Polanco]

What is the best way to go about this to avoid this issue we're having? Do you have a best practice to use both tools?

It feels like by having both we're creating confusion and very bad coordination.

[Michael Pryor]

Trello is fairly flexible so you have many options and it's hard for me to tell you exactly what to do without knowing more about who is using each tool for what.  You can use Trello for project management or you can use it for process overview or a million other things.

I'm going to guess there is some part of the process before engineering is involved (and maybe some part after) and the teams responsible for those pieces are using Trello while Eng is using Jira.

1. You could educate the people using Trello so they don't edit the case when it's in a stage where Eng is working on it.  Or you could tell the developers that it's ok if people add comments after they start working.

2. You could archive the card in Trello after it gets to the Engineering state (And set up automation to make a new card, or resurrect the card when Eng is done).

3. You could use Unito for #2 or perhaps a more complicated setup where you try to sync both tools together.

4. You could use Trello for everything.  Or you could use Jira for everything.

There's probably many more options which have their pros and cons but maybe you can tell me more about your use case.

[Jacquie Polanco]

We are using Trello as a product planning tool/process overview. Management likes the ease of Trello vs Jira. So we have a backlog list, ready for dev, in process, in QA, in testing and Done lists.

What is happening is that after the card is in process we are having changes made to the description (which is not trackable), and also last-minute comments/changes added to the card which developers are already working on and don't get any notification about it and even IF they would get notified, it's not productive to change tickets after in jira.

We need to keep Jira because all global teams use it and we just need basically seamless integration between the two. :( 

[Hannah Humbert - Simpla Workflows]

@Jacquie Polanco mirroring what Michael said - using a tool like Unito could work really well. This would enable you to keep the teams in their respective tools, and gave a 2-way sync. If you need a hand with getting the integration all setup, I'd be happy to help. https://trello.com/power-ups/595e989fa8f137d2af456fd4/boards-connected-and-synced-with-unito

[Michael Pryor]

@Jacquie Polanco you could set up a Butler rule that just complained to people if they edited anything on the case once it was in the In Progress list?

You could set up web hooks to have more custom control on that too in case you wanted to notify people in some other way.

[Jacquie Polanco]

Interesting... I think that is useful too.

I will take a look at Unito to see what happens. Is it free?

[Michael Pryor]

No, it's a paid service: https://unito.io/trello-sync