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Board Button that Creates a New List and adds a Card from a "Template"

Bryan Dumaguina April 22, 2020

Hello,

Is there a way to create Board Button that Creates a New List and adds a Card to that list from a "Template". Keyword is "Template" - I already have a Card Template. I can't find the Butler function that will allow me to create a Card from a Template.

Is it possible?

Thanks,
Bryan D.

1 answer

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Michael Pryor
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
April 22, 2020

When you create the Board Button in Butler, under actions choose "Move".  Then the first action will let you change the "move" dropdown to "copy" and you can pick the card and the list you want to copy it to.

Bryan Dumaguina April 22, 2020

Thank you for responding and your suggestion - I understand these set of commands when the Card exists in a List.

I'm referring to this "Template" encircled in BLUE.

Apologies if my inquiry is unclear.

Capture.PNGCapture.PNG

Iain Dooley
Community Champion
April 22, 2020

@Bryan Dumaguina In a sense you don't really need the cards to be templates in order to copy them automatically. The advantage of using Templates is that, when you are manually creating a new card, you have an interface shortcut to finding a template card and copying it, and also that you can have templates archived on the board so they don't take up space.

If you're content to have a "Templates" list visible over on the right you can simply copy your template card from that list when you click your board button.

If you really really don't want to do that, you can get freaky deaky with Butler and do the following:

Create a Board button that will create a card titled with a link to a template card, for example if your template card called "My Card Template" had link "https://trello.com/c/M56zoHE4" (click the "Share" button on the card to get this link) then your Board button command would look like this:

2020-04-23 at 10.51 am.pngThen you can have a *SECOND* rule that triggers when a card named with a Trello link is created in the Inbox list, find the card with that link, then copy it to the top of the list and archive the trigger card, which looks like this:

2020-04-23 at 10.53 am.png

Bryan Dumaguina April 23, 2020

@Iain Dooley I always wondered what that {wildcard} variable did. And how to use it. This work around works good for me. Thank you very much.

Like Iain Dooley likes this

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