Automation

Use Case Scenario

1. Select target class for automation from dropdown (Card, Space, Board etc).
2. Select trigger.
3. Based on target class and its attributes supporting Automation render tabs (Move, Add, Remove, Dates, Fields, Custom Fields, Sort, Chunter, Tracker etc), each tab contains several commands which could be added to the trigger (Update/ Sort etc).
4. Add commands and Save automation

Issues

One automation item can contain one trigger, but several actions to perform on it.

Move date field means updating it from current value, e.g. moving date value by 1 day would mean to update it to <current value + 1 date>.

Sorting or Setting to the top / bottom of the list would required recalculating ranks on server.

Verify triggering is only once. For example, rule is when the name contains some particular text, then a user updates the name again containing the same text, we should not trigger the action.

Values validation (??)

Action triggers

• Action triggered by user (a button / a context menu)
• Scheduled date time (e.g. every day / every Monday)
• Particular period before due date (e.g. a day before at particular time, Monday before at particular time)
• Object changes (triggers)

Object changes

Move

• Card created / moved / copied to / from Board
• Card created / moved / copied to/from List
• Card archived / unarchived
• List created / moved / renamed to / from Board
• List archived / unarchived
• List has particular amount of cards

Card changes

• Particular Label is added / removed to / from any card by me / anyone except me / anyone

• Particular attachment (name [not]starting / [not]ending / [not] containing etc) added / removed to any card by me / anyone except me / anyone

• Comment is added by me / anyone except me / anyone

• Comment / Checklist item / Description mentions me / anyone except me / anyone

• Particular person is added / removed to / from any card by me / anyone except me / anyone

• Vote is added / removed to / from any card by me / anyone except me / anyone

• Due Date / Start Date with Particular interval (e.g. in this week etc) is added / removed to / from any card by me / anyone except me / anyone

• Card State marked / unmarked as Completed by me / anyone except me / anyone

• Card name / description / name or description [not]starts with / [not]contains / [not]ends with Particular text (You can enter {*} as part of the text to match any sequence of characters or words. Note: This will only trigger when you create or modify a card's name or description. It will not work retro-actively for existing cards on the board, or for other members on the board (unless they create and enable their own rule).)

Checklists

• Checklist with Particular name added / removed to / from any card by me / anyone except me / anyone
• Checklist with Particular name / All checklists / Any checklist is / are checked / unchecked by me / anyone except me / anyone
• Checklist Item with particular name / Any Checklist Item is checked / unchecked in Checklist with Particular name by me / anyone except me / anyone (You can use the {checklistitemname} variable to use the item name in the actions following this trigger.)
• Checklist Item is added / removed to / from Checklist with Particular name / Any Checklist by me / anyone except me / anyone (You can use the {checklistitemname} variable to use the item name in the actions following this trigger.)

Cascade

Adding cards to perform an action on by rules

TBA

Actions

Add / Remove / Move

• Create a new card with Particular name [ + Particular description, + Checklist copied from Particular card and renamed, Particular Labels, Particular members, Particular due date] in List with Particular name [on Board with Particular name]
• Move / Copy card at top / bottom of the List with Particular name [in Board with Particular name]
• Move card on the top / bottom of the same List / previous List / next List
• Archive / Unarchive card
• Add a Particular label
• Remove Due Date / Start Date / Cover / All Lables / All Checklists / All Members

Dates

• Make card Completed / Incompleted
• Set Due Date
• Move Due Date (e.g. next day / next Monday etc)
• Move Due Date date by the same amount of time (This is typically used with the trigger 'when the due date is moved in a card' and a cascading action that finds another card.)

Checklists

Members

• Join / Leave
• Subscribe / Unsibscribe
• Add a member to a card with Particular name

Content

• Update name / description
• Add comment
• Post notification [email]
• Update custom fields

Sort

Supports sort by several fields setting asc / desc order

Tracker

Create an issue

Chunter

Post a comment with Particular text in Particular channel in Particular workspace