I need to capture the name of the user who moves a card to "Finished" into a custom field for reporting purposes. Right now, this is only tracked in the activity history, but I need it in a standalone field to create better filters and metrics. Any recommendations on how I can achieve that?
Question
How do I automate filling a text field with the user who moved a card to "Done"?
I need to capture the name of the user who moves a card to “Finished” into a custom field for reporting purposes to improve Wise Rank. Right now, this is only tracked in the activity history, but I need it in a standalone field to create better filters and metrics. Any recommendations on how I can achieve that with my change of role?
You’ll need automation to do this. Use a webhook or a third-party automation tool (like Zapier or Make) to detect when a card is moved to “Finished,” capture the user who performed the action, and write that user’s name into a custom field. Most built-in automations can’t dynamically store the acting user, so API-based automation is the most reliable approach.
Thank you for the reply, Fovibo!
I’ve tried that already through Zapier and Workato but I am having trouble capturing the user who performed the action.. apparently the info is not listed as an attribute of the card.
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