Using Cascade Automation feature.
We have a trello card for each client (with the name of the card being the clients name)
We also have a "Master Possession Date" card we use as a tracker. I've managed to automate with a checklist item that populates every time a Possession custom field is set, as follows:
when custom fields "Possession" are completed, find a card titled "COF and POSSESSIONS Master Checklist" in list "Admin/Misc" on board "Client Care Team", and add item "{triggercardname}" to checklist "*Automated Possessions Added"
this works great, and creates the checklist item with the name of the triggercard - on the Master "Automated" checklist - but I cannot figure out the next part - which would be setting the due date on the created checklist item - to the same date that was filled in on the triggercard custom field.
I know this is the root trigger for this next step: "set the item due on the date in custom field "Possession" - but its trying to pull this Possession date from the Master card - not from the original trigger card.
Ive also tried to add a new second rule to accompany like this: when an item is added to checklist "*Automated Possessions Added" by anyone, lookup a card titled "{checklistitemname}", and set the item due on the date in custom field "Possession" - but this doesnt work. Still trying to pull the Possession date from the Master card - instead of the client card.
Does someone know the proper trigger to target a custom field date from the triggercard? HELP
Hi @Heather Lueck - Client Care Team
This is a tricky one to work out because Trello doesn't allow setting the date in a checklist from a custom field value on another card.
A workaround can involve having a custom field on your Client Care Team Board which is used to 'transfer' the date to the checklist. For the example below, I'll call this "Date Transfer"
Automation 1
When custom field Possession is set, find a card titled "COF and POSSESSIONS Master Checklist in list "Admin/Misc" on board "Client Care Team" and add item "{triggercardname}" to checklist "Automated Possessions Added", set custom field "Date Transfer" to {customfieldvalue}
Automation 2
when an item starting with "https://trello.com/c" is added to checklist "Automation Possessions Added", set item due on the date in custom field "Date Transfer" and clear the custom field "Date Transfer"
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.