Create Check Item activity

An activity that creates an item in a Trello checklist.


Create Check Item activity

Configure the Create Check Item activity

To configure the Create Check Item activity, do the procedure in this topic.

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Trello tab.

    Open Trello tab
  3. On the Trello tab, drag the Create Check Item activity onto your process.

    Drag Create Check Item activity

General Configuration

Specifies the basic settings for the Create Check Item activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description
Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Create Check Item

Specifies the information about the item to create in a Trello checklist.

Figure: Create Check Item Configuration screen

Create Check Item Configuration screen

Fields

Field NameDefinition

Trello
Function:
Specifies the access token that connects to your Trello service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Create icon
Opens this Screen:
Access Token for Trello
Function of this Screen:
Configure an access token to connect to Trello.

Team
Function:
Specifies the team for which the item is created in the Trello checklist.
Accepted Values:
A valid team name in Trello.
Default Value:
None

Board
Function:
Specifies the board for which to create the item in the Trello checklist.
Accepted Values:
A valid board name in Trello.
Default Value:
None
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

List
Function:
Specifies the list for which to create the item in Trello.
Accepted Values:
A valid list name in Trello.
Default Value:
None

Card
Function:
Specifies the card for which to add the item in the Trello checklist.
Accepted Values:
A valid card name in Trello.
Default Value:
None
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Checklist
Function:
Specifies the name of the checklist for which the item will be created.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

Check Item Name
Function:
Specifies the name of the item in the Trello checklist.
Accepted Values:
A valid card name in Trello.
Default Value:
None

Position
Function:
Specifies the position of the item in the Trello checklist.
Accepted Values:
  • Bottom - Adds an item at the bottom of the current item in the checklist.
  • Top - Adds an item at the top of the current item in the checklist.
  • A positive decimal number.
Default Value:
None

Response ID
Function:
Specifies a process data variable to store the ID associated with the item in Trello checklist.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Make check item as checked when created
Function:
Specifies whether an item is selected when it shows in the Trello checklist.
Accepted Values:
  • Selected - The item is selected when it shows in the checklist.
  • Deselected - The item is not selected when it shows in the checklist.
Default Value:
Selected