Email automation for custom date

[Joanna Karlic]

I'm trying to create an email automation.

I have a custom field called "Contract expiry" - I would like an email of all the cards where Contract expiry is in the past. For the life of me I can't get this to work!

I first set this up - it sends an empty email (no cards listed):

every month on the 15th, create a report in variable "upcoming_renewal" with all cards with custom field "Contract expiry" set to a date less than 1 days from now, and send an email notification to "me@somewhere.org" with subject "Orgs with overdue renewals" and message "{$upcoming_renewal}"

Would appreciate any help! The Trello documentation is not very helpful in this regard.

[Florian Faltus]

Hi Joanna,

I do the very same Report. You just have to change "from now" to "ago".

Your automation should look like:

every month on the 15th, create a report in variable "upcoming_renewal" with all cards with custom field "Contract expiry" set to a date more than 1 days ago, and send an email notification to "me@somewhere.org" with subject "Orgs with overdue renewals" and message "{$upcoming_renewal}"

It now should gather all cards with a custom date in the past.

Give it a try.

Best regards,

Florian

[Lara]

Hi Joanna,

Thanks for reaching out!

This is definitely a little confusing. I tested this on my side and it looks like "set to a date less than 1 days from now" will only pick up cards that have a date that is set to today.

Not knowing much about your use case here, would it make sense to update the rule to "all cards with custom field "Contract expiry" set to a date more than 1 days from now" to pick up all overdue cards? 

If not, can you please let me know what type of cards you'd like to capture with this rule?

Thanks!

Lara

[Joanna Karlic]

Thank you, yes that is all a bit confusing! I will try your suggestion though.

What I would actually really like is to be able to search all my cards that have this Contract expiry custom field in the past. I couldnt figure out how to do that and the only way I could see was through this email report. Is there a way to do this through the search field?

Thanks!

[Lara]

Hi Joanna,

Right now, it's not possible to filter for or search by Custom Field data. We've got a feature suggestion for that here: https://jira.atlassian.com/browse/TRELLO-163.

The alternative option is to use the card's Due date field instead, and then filtering or searching by due date.

I hope that helps!

Lara