I created a board to follow a quote preparation/approval process across the various steps as messages are exchanged with clients. I set up lists for “Request Received” “Quote Sent” “Quote Approved” “Quote Rejected”.
I set up the flow to create a trello card as soon as the information is provided in a form by the clients and that works fine, but when I try to set up subsequent steps to move cards automatically to the “Quote Sent” “Quote Approved” lists in my board the workflow fails.
I am trying to use the “Update Card” action and then Dynamic Content to Select BoardID and ListID and CardID and then “Additional Options” for the Update Card action where I select a the ListID.
The message I get in return is error: 400 and something about the action not being in JSON format.
Has anyone tried this before? Do you have any suggestions?
Here are the screenshots for the flow I tried and the failure message. I tried many other iterations but this was the simplest so perhaps the best to begin with. Thanks again!
The Card id needs to be pulled from Trello, not Forms. You are updating an existing card, which has a unique numeric string as it's Card id - you can't pipe in dynamic content from another system for an update. These IDs are unique numbers on the backend. If you read the Trello connector, all of the ID content types are Strings.
Card Id string The unique id of the card. Path: id
Thanks. That make sense.
The only issue then is that I wouldn’t know the CardID until the Form is turned in because I am setting the CardID for the new card to “Event Name”.
The idea is that each request for services generates its own card that is identifiable by whatever the client wants to call their event. Is there any way to automate the step without having that information before I build the flow?
Hi @GarciaMcG ,
It seems you want to move a card from one list to another.
The update action is to deal with the already exists card.
Obviously, the card you want to move hasn't been created in the new list.
So I suggest you use the 'Create a card' action in the new list instead of update a card.
Community Support Team _ Zhongys
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Thanks. I had considered “Create a Card” as well thinking it might just be easier triggering that action whenever the status changed, but we’re trying to use Trello to capture information from interactions with clients at various points and wanted that to be in the card and continue to be updates as the moves across the steps so triggering an action that moves the original card is preferable.
Thanks. Moving the card automatically is precisely what I wanted to do. As I mention in previous post, triggering a “Create a Card” action is not the best option because in some cases we will have added text to the card and would like those updates to move with the card as well.
From the responses, it seems the action I’m looking for is not available. It seemed obvious that Trello would have this functionality available for flows so I assumed I was missing something.
Check out the new Process Advisor community forum board!
Check out new user group experience and if you are a leader please create your group
On-demand access to all the great content presented by the product teams and community members! #MSBizAppsSummit #CommunityRocks