Create Checklist activity

An activity that creates a checklist in Trello.


Create Checklist activity

Configure the Create Checklist activity

To configure the Create Checklist 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 Checklist activity onto your process.

    Drag Create Checklist activity

General Configuration

Specifies the basic settings for the Create Checklist 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

Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts 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

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

Create Checklist

Specifies the information about the checklist that you want to create in Trello.

Figure: Create Checklist Configuration screen

Create Checklist Configuration screen

Fields

Field NameDefinition

Trello

Description:
Specifies the access token that connects to your Trello service.
Allowed 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

Description:
Specifies the team for which to create the checklist.
Allowed Values:
A valid team name in Trello.
Default Value:
None

Board

Description:
Specifies the board for which to create the checklist.
Allowed 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

Description:
Specifies the list for which to create the checklist.
Allowed Values:
A valid list name in Trello.
Default Value:
None

Card

Description:
Specifies the card for which to create the checklist.
Allowed 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 Name

Description:
Specifies the name of the checklist.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None

Position

Description:
Specifies the position of the checklist.
Allowed Values:
  • Bottom - Adds the new list at the bottom of the current checklist.
  • Top - Adds the new list at the top of the current checklist.
Default Value:
None

Response ID

Description:
Specifies a process data variable to store the ID associated with the checklist in Trello.
Allowed Values:
A process data variable.
Default Value:
None
Accepts 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?