When someone currently submits a form, a task is generated that is titled, “form name” + “submission.”
Our studio is testing using Asana Forms as a creative brief for our clients, and when clients are submitting projects into the queue, all projects are listed in our tasks with the same name.
Would it be possible to consider allowing one of the custom form fields, such as “Project Name” (in our case), to be assigned as the default task name instead of the form name itself? This would allow us to not only keep old/new submissions straight, but allow for the name to convey when the task is converted into a project.
For people not understanding #1 from the image, if you click the drop down, it lets you select the fields. I just wish you could select the Form Name along with the Fields (don’t see why the Form Name has to be mutually exclusive from all the fields which you can multi select).
Thanks @lpb, I’d been trying to figure out how to do this for a while!
The forms are so powerful yet at the same time missing some key customization options that could super power automation (i.e. Everything that Flowsana seems to offer like tag integration).
The Asana guides are rarely helpful. The forums have answers sometimes, but to get the answer requires reading the entire thread and then piecing together through vague comments what solution actually worked.
I would be so happy to just add “Ticket Title” to the form.
Have the same curiosity as @Erin_Pitts – for those involved in the project, it customizes the task title for us, but for those outside of the project (ie/ not members of Creative/Marketing), their automated e-mail receipt of submission is always titled as the form title – is there a way to customize it so that the receipt from the submitter is for the task title that they submitted for, or is that not possible since the automation of the receipt ‘runs’ prior to the ‘rule’ of the submission itself?