When setting up an automation with the 'move card' or 'move parent card' events, there are a couple of steps we should verify to ensure the automation will work as expected. Here are those steps and how you can check them:
Unfilled mandatory fields:
If the card that should be moved has any unfilled mandatory fields at the time the automation is triggered, it won't be able to move the card.
For example, if you have an automation that moves cards to specific phases right after they're created in the pipe, your first phase cannot have any mandatory fields, otherwise the automation won't be able to move the card.
To troubleshoot and make sure that's what keeping the card from being moved, try moving the card manually. The error message will indicate whether there's an unfilled mandatory field.
Advanced connections options:
If the card you're trying to move has a connection to one or more pipes (and connected cards), these advanced options below may prevent your cards from being automatically moved as well.
To troubleshoot and make sure that's what keeping the card from being moved, try moving the card manually. The error message will indicate whether there's a condition related to a connected card.
These options may cause the automation to work for some cards and not work for others depending on whether it has connected cards preventing its movement or not.