We are a 5-member group maintaining all systems/machines in the factory. We pass tasks back and forth frequently and any one of us may upload a new "Issue Identified" card at any time. I want the author's identity automatically included on the face of a card when entered. I would also strongly prefer that a member who takes over a given task from another is either added to that card or replaces the original author's identity when a card is moved.
@cbrechlin you could create an automation that assigns the person who created the card.
Like this:
That {username} variable is the person who does the action. So if i create a card, it will add me. If you create a card, it will add you.
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@cbrechlin make sure to click the blue plus button at the end of the row.
Here's a loom showing how to set up the rule: https://www.loom.com/share/2e86b8c9aed3483d832629913ebf14f9
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@cbrechlin you shouldnt using parenthesis - should be curly brackets ,like this { }
Can you share a screenshot of what you have?
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That works now! Is there also a way that as one member creates a card then another member moves the card to another list, that that new member is identified in the new list? Our small team often will act much like a relay race in executing different tasks...
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@cbrechlin hmm, i can't think of a great way to remove people, but you could do a similar thing with the trigger for when a card is moved to a list that adds the person moving it to the card.
Just type {*} as the list name and it will work for "any" list.
EDIT - just thought of this, you could use the "remove all members from card" action before you add the member who moved it, so that would effectively remove the previous member and then assign the new member who is moving the card.
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@cbrechlin yay! im so glad to hear that!! if you don't mind, please accept this answer so if folks have the same question they can see there's a helpful solution in here!
Also, i have a weekly trello newsletter where i share how to do stuff in trello and answer questions like this regularly if you'd be interesting in subscribing!
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