docs/API/Rules.md
Board automation rules ("IFTTT rules") link a trigger (an event on the board) to an action (what happens to the card/board). The REST API embeds the full trigger and action inline, so a rule is self-contained.
This API makes the workflow of issue #2674 scriptable: add a user to a card when it is moved to a list, and remove the user again when the card is moved away from that list.
| HTTP Method | Url | Short Description |
|---|---|---|
GET | /api/boards/:boardId/rules | List all automation rules of a board |
GET | /api/boards/:boardId/rules/:ruleId | Get one rule (with its trigger and action) |
POST | /api/boards/:boardId/rules | Add an automation rule |
PUT | /api/boards/:boardId/rules/:ruleId | Edit a rule's title, trigger and/or action |
DELETE | /api/boards/:boardId/rules/:ruleId | Remove a rule (and its trigger and action) |
All endpoints require a Bearer token; write endpoints require board write
access (BoardAdmin).
* wildcardThe rule engine matches an incoming board activity against every matching
field of the trigger's activityType (for example moveCard matches on
boardId, listName, oldListName, userId, swimlaneName, cardTitle).
A field set to '*' matches anything.
You only need to supply the fields you want to constrain: any matching field
missing from the trigger you POST/PUT is stored as the '*' wildcard
automatically. (Before this normalization existed, an API-created trigger
that omitted a field such as userId could never match any activity, so the
rule silently never fired — the bug reported in issue #2674.)
activityType valuesactivityType | fires when | matching fields |
|---|---|---|
createCard | a card is created | boardId, listName, userId, swimlaneName, cardTitle |
moveCard | a card is moved to/from a list or swimlane | boardId, listName (destination), oldListName (source), userId, swimlaneName, cardTitle |
archivedCard / restoredCard | a card is archived / unarchived | boardId, userId, cardTitle |
joinMember / unjoinMember | a member is added to / removed from a card | boardId, username, userId |
addChecklist / removeChecklist / completeChecklist / uncompleteChecklist | checklist events | boardId, checklistName, userId |
addedChecklistItem / removedChecklistItem / checkedItem / uncheckedItem | checklist item events | boardId, checklistItemName, userId |
addAttachment / deleteAttachment | attachment events | boardId, userId |
addedLabel / removedLabel | label events | boardId, labelId, userId |
scheduledTrigger | time-based (due/aging/recurring); see scheduleKind, days, atTime | evaluated by the scheduler, not by activities |
For a card moved to a list, constrain listName (the destination list's
title). For a card moved away from a list, constrain oldListName (the
source list's title) and leave listName as '*'.
actionType valuesmoveCardToTop, moveCardToBottom, sendEmail, setDate, updateDate,
removeDate, setDateRelative, archive, unarchive, setColor,
addLabel, removeLabel, addMember, removeMember, checkAll,
uncheckAll, checkItem, uncheckItem, addChecklist, removeChecklist,
addChecklistWithItems, addSwimlane, createCard, linkCard,
markCardComplete, markCardIncomplete, sortList, moveAllCardsInList.
The member actions take a username:
{"actionType": "addMember", "username": "someuser"} — add the user to the card{"actionType": "removeMember", "username": "someuser"} — remove the user from the card{"actionType": "removeMember", "username": "*"} — remove all members from the cardcurl -H "Authorization: Bearer TOKEN" \
-X GET \
http://localhost:3000/api/boards/BOARDID/rules
curl -H "Authorization: Bearer TOKEN" \
-X GET \
http://localhost:3000/api/boards/BOARDID/rules/RULEID
Result example:
{
"_id": "8gDW2AtwbpNbqSyEw",
"title": "Remove member when moved away from Doing",
"trigger": {
"activityType": "moveCard",
"listName": "*",
"oldListName": "Doing",
"swimlaneName": "*",
"cardTitle": "*",
"userId": "*"
},
"action": {
"actionType": "removeMember",
"username": "someuser"
}
}
curl -H "Authorization: Bearer TOKEN" \
-H "Content-type: application/json" \
-X POST \
http://localhost:3000/api/boards/BOARDID/rules \
-d '{
"title": "Add member when moved to Doing",
"trigger": { "activityType": "moveCard", "listName": "Doing" },
"action": { "actionType": "addMember", "username": "someuser" }
}'
Add the user when a card is moved to the list "Doing", remove the user again when the card is moved away from "Doing":
# Rule 1: card moved TO "Doing" -> add member
curl -H "Authorization: Bearer TOKEN" -H "Content-type: application/json" -X POST \
http://localhost:3000/api/boards/BOARDID/rules \
-d '{ "title": "Add member on move to Doing",
"trigger": { "activityType": "moveCard", "listName": "Doing" },
"action": { "actionType": "addMember", "username": "someuser" } }'
# Rule 2: card moved AWAY FROM "Doing" -> remove member
curl -H "Authorization: Bearer TOKEN" -H "Content-type: application/json" -X POST \
http://localhost:3000/api/boards/BOARDID/rules \
-d '{ "title": "Remove member on move from Doing",
"trigger": { "activityType": "moveCard", "oldListName": "Doing" },
"action": { "actionType": "removeMember", "username": "someuser" } }'
The omitted trigger fields (listName in rule 2, oldListName in rule 1,
plus userId, swimlaneName, cardTitle) are stored as '*' wildcards.
Any of title, trigger and action may be supplied; a supplied trigger or
action document replaces the stored fields. When the supplied trigger includes
an activityType, its missing matching fields are defaulted to '*' too.
curl -H "Authorization: Bearer TOKEN" \
-H "Content-type: application/json" \
-X PUT \
http://localhost:3000/api/boards/BOARDID/rules/RULEID \
-d '{ "action": { "actionType": "removeMember", "username": "*" } }'
Removes the rule together with its trigger and action documents.
curl -H "Authorization: Bearer TOKEN" \
-X DELETE \
http://localhost:3000/api/boards/BOARDID/rules/RULEID
The bundled api.py exposes the same capability:
python3 api.py listrules BOARDID
python3 api.py getrule BOARDID RULEID
python3 api.py addrule BOARDID 'TITLE' 'TRIGGER_JSON' 'ACTION_JSON'
python3 api.py editrule BOARDID RULEID 'PATCH_JSON'
python3 api.py removerule BOARDID RULEID
# Issue #2674: remove a user from the card when it is moved away from a list
python3 api.py addrule BOARDID 'Remove member on move from Doing' \
'{"activityType":"moveCard","oldListName":"Doing"}' \
'{"actionType":"removeMember","username":"someuser"}'