Flowsana update: New rule action to set a task to be an Approval. Remove any custom field value. Include weekend days in your workflows.

English Forum Integrations
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Announcing a Flowsana update - the following features are now available:

New rule action: Set task as Approval task
Now you can convert a task to an Approval as the result of a Flowsana rule being triggered.

Rule update: Remove a custom field’s value
Now when creating a Flowsana rule action to update a custom field’s value, you can leave the value blank. When you do this, you’re telling Flowsana to remove (i.e. blank out) the current value in that field. Works for any custom field type.

Include weekend days in your workflow
By default, Flowsana skips weekend days when calculating shifts in dates and setting the adjusted date. Now when creating a workflow, you have the ability to tell Flowsana that it should not skip weekends, and should include all 7 days of the week when calculating and setting dates. This is done by unchecking the Skip Weekends box when defining a workflow.

See more about this update here:

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Hi Phil, I am trying to sign up to Flowsana, so that my team can benefit from the task automation rules etc. Do you have a support team to assist with the install as I keep getting error messages? Many thanks
Pete

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Hi Phil. Is there an action to Unmark a Task as Approval?

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Hi @Giorgos_Noulikas,

There is not currently. I don’t think it’s been requested before; OTOH it would be easy to add. I’ll strongly consider it!

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Hi @Phil_Seeman,

A potential use is the following:

  1. A task is created in a project that is marked as Approval.
  2. If it is Rejected, it gets out of the Project
  3. If it is Approved it is marked as Regular Task that can be moved through different sections of the project with different rules, subtasks etc.

I think that this action can have multiple uses.

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I agree, having the capability to create a rule based on whether the approval is approved, rejected, or requests changes is key to full automation.

ex: if the approval is approved- assign and move to this column, same if it’s rejected or changes are requested. It could save a lot of time if you have to approve a significant amount of tasks.

it’d be much easier than using a custom field and setting it as the approvals are at the top of the task

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