Category: Automation Kanban Actions

The Update Card by Caption retrieves a Kanban Card, from a Kanban Board, and updates it.

Select or type in a new variable name that will hold the Name of the Kanban Board.

Select or type in a new variable that will hold the Caption to which the Kanban Card will be set.

Select or type in a new variable that will hold the Status to which the Kanban Card will be set.

Select or type in a new variable that will hold the Description to which the Kanban Card will be set.

Select or type in a new variable that will hold the Note to which the Kanban Card will be set.

Select or type in a new variable that will hold the Url to which the Kanban Card will be set.

Type in the caption of a ToDo Item and click the Add button.

Repeat until all ToDo Items have been added.

Type in the caption of a ToDo Item to be updated, select whether it will be Open or Close and click the Add button.

Repeat until all ToDo Items that need to be updated have been added.

Get Card by Caption – retrieves a Kanban Card, from a Kanban Board, with a specific caption.

Set Card Status – sets the Kanban Card Status.

Set Card Description – sets the Kanban Card description.

Add Card Note – adds a new note to a Kanban Card.

Add Card Url – adds a new url to a Kanban Card.

Add ToDo Item – adds new ToDoItems to the Kanban Card.

Close ToDo Item – closes or checks the ToDo item with the caption.

Commit All Changes – saves all changes to the database.

The Update Card by Id retrieves a Kanban Card with a specific Id and updates it.

Select or type in a new variable that will hold the Id that will be used to retrieve the Kanban Card.

Select or type in a new variable that will hold the Caption to which the Kanban Card will be set.

Select or type in a new variable that will hold the Status to which the Kanban Card will be set.

Select or type in a new variable that will hold the Description to which the Kanban Card will be set.

Select or type in a new variable that will hold the Note to which the Kanban Card will be set.

Select or type in a new variable that will hold the Url to which the Kanban Card will be set.

Type in the caption of a ToDo Item and click the Add button.

Repeat until all ToDo Items have been added.

Type in the caption of a ToDo Item to be updated, select whether it will be Open or Close and click the Add button.

Repeat until all ToDo Items that need to be updated have been added.

Get Card by Id – retrieves a Kanban Card by it’s id.

Get Board from Card – retrieves the Kanban Board from a Kanban Card.

Set Card Status – sets the Kanban Card Status.

Set Card Description – sets the Kanban Card description.

Add Card Note – adds a new note to a Kanban Card.

Add Card Url – adds a new url to a Kanban Card.

Add ToDo Item – adds new ToDoItems to the Kanban Card.

Close ToDo Item – closes or checks the ToDo item with the caption.

Commit All Changes – saves all changes to the database.

The Create Card Action Builder creates a new Kanba Card and adds it to a Kanban Board..

Select or type in a new variable name that will hold the Name of the Kanban Board.

Select or type in a new variable that will hold the Caption to which the Kanban Card will be set.

Select or type in a new variable that will hold the Status to which the Kanban Card will be set.

Select or type in a new variable that will hold the Description to which the Kanban Card will be set.

Select or type in a new variable that will hold the Note to which the Kanban Card will be set.

Select or type in a new variable that will hold the Url to which the Kanban Card will be set.

Type in the caption of a ToDo Item and click the Add button.

Repeat until all ToDo Items have been added.

Create Card – creates a new Kanban Card and adds it to a Kanban Board.

Set Card Description – sets the Kanban Card description.

Add Card Note – adds a new note to a Kanban Card.

Add Card Url – adds a new url to a Kanban Card.

Add ToDo Item – adds a new ToDo item to a Kanban Card.

The Loop Cards by Label Action Builder retrieves all Kanban Cards with a specific label for a Kanban Board.

Select or type in a new variable name that will hold the Name of the Kanban Board.

Select or type in a new variable that will hold the Label to which the Kanban Card will be set.

Get Cards – retrieves all Kanban Cards, in a collection, from a Kanban Board with a specific label

Loop though Board Cards – loops through a collection of Kanban Cards and set the current Kanban Card ot the variable CurrentItem.

Get Card Caption – retrieves the Kanban Card caption from the CurrentItem within the loop.

Get Card Description – retrieves a Kanban Card description from the CurrentItem within the loop.

Get Card Url – retrieves a Kanban Card Url from the CurrentItem within the loop.

Get Card Status – retrieves a Kanban Card status from the CurrentItem within the loop.

The Loop Cards by Label Action Builder retrieves all Kanban Cards with a specific label for a Kanban Board.

Select or type in a new variable name that will hold the name of the Kanban Board.

Get Cards by Status – retrieves all Kanban Cards, in a collection, from a Kanban Board with a specific Status.

Loop though Board Cards – loops through a collection of Kanban Cards and set the current Kanban Card ot the variable CurrentItem.

Get Card Caption – retrieves the Kanban Card caption from the CurrentItem within the loop.

Get Card Description – retrieves a Kanban Card description from the CurrentItem within the loop.

Get Card Url – retrieves a Kanban Card url from the CurrentItem within the loop.

Get Card Label – retrieves a Kanban Card label from the CurrentItem within the loop.

The Loop Board Cards Action Builder retrieves the Kanban Cards from a Kanban Board and loops through each Card individually.

Select or type in a new variable name that will hold the name of the Kanban Board.

Get Cards – retrieves all Kanban Cards, in a collection, from a Kanban Board

Loop though Board Cards – loops through a collection of Kanban Cards and set the current Kanban Card ot the variable CurrentItem.

Get Card Caption – retrieves the Kanban Card caption from the CurrentItem within the loop.

Get Card Url – retrieves a Kanban Card url from the CurrentItem within the loop.

Get Card Status – retrieves a Kanban Card status from the CurrentItem within the loop.

Get Card Label – retrieves a Kanban Card label from the CurrentItem within the loop.

The Create New Board Action Builder creates a new Kanban Board.

Select or type in a new variable name that will hold the Name of the Kanban Board.

Select or type in a new variable name that will hold the Category of the Kanban Board.

To add Kanban Board Statuses, type in the name of the Status and click the Add buton.

Repeat until all Statuses have been added.

To add Kanban Board Labels, type in the name of the Label, select the Label color and click the Add buton.

Repeat until all Labels have been added.

New Board – creates a new Kanban Board and sets it to a variable.

Add Status – adds a status to the Kanban Board.

Add Label – adds a new label to a Kanban Board

Commit All Changes – saves the Kanban Board to the database.

Action Builders are step by step wizards that help you build scripts quickly.

Click on the Action Builder and the Action Builder Wizard will pop up.

Retrieves the Id of an Kanban Card attached item.

Card – the Kanban Card that will be used.

Name – the name of the attached item.

Result – the Id of the attached item that matches the Name.

Removes an attached record of a Kanban Card.

Card – the Kanban Card that will be used.

Id – the id of the record that will be removed.

Name – the name of the record that will be removed.

Note: you either need the Id or the Name of the attached document in order to remove it from the Kanban Board.