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Automation - How to assign card to person who clicks button or performs automation

Joshua Moore October 11, 2022

Hi!

 

Not sure if this is possible or if I am just oblivious to an already existing automation, but my goal is to create an automation so that when a card is added to a certain list (whether that is by adding a card or clicking on a board button) that the person who performs that action is assigned to that card.

 

Obviously it's not difficult to add oneself to a card, but it would be nice to have one less thing to do when a card is generated from clicking on a board button.

 

Any thoughts?

1 answer

1 vote
Brittany Joiner
Community Champion
October 12, 2022

@Joshua Moore hi there! you'll use the {username} variable for this! You can learn more about variables here, but I believe this is what you're going for. 

You will need to create a new rule for each type of trigger (such as moving into a list, or clicking a button), but your action will look like this: 

image.png

The {username} will access whoever triggers the action, ie moves the card, clicks the button, etc.

Joshua Moore October 13, 2022

Amazing! Thank you! I love the variable resource as well. Gives you a lot more options to play with. Thanks!

Brittany Joiner
Community Champion
October 13, 2022

@Joshua Moore oh yeah variables open up so many more options for automation!! Enjoy!!

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