Woot Woot! Awesome news!
Love flowsana. Still digging in but impressed so far
Flowsana Update: Skip weekends; Use assignee and due date from parent in subtask rules
Iâm here with another Flowsana update to announceâŠ
Skip Weekends
In the âSet a date fieldâ rule action, which was recently introduced, weâve added a âSkip Weekendsâ option:
This option insures that whatever date is calculated and set, it will never fall on a Saturday or Sunday. If Flowsana sees that a date itâs about to set would fall on one of those days, it will move it to the following Monday (or if itâs going backwards via a âdays beforeâ action, to the previous Friday).
Check if subtask assignee matches the parent's assignee
In the âIf task is assigned toâŠâ rule trigger condition, weâve added the option to check the parentâs assignee:
This means you can take an action on a subtask only if it has the same assignee as its parent.
Assign subtask to the parent's assignee
In the rule action for âAssign task toâŠâ, you can now automate setting a subtask to its parentâs assignee:
Set a subtask date based on its parent's due date
When using our rule action to set a date, you can now use the parentâs due date as the starting point:
These enhancements are currently available when creating rules in the Flowsana web portal, and within the next few weeks they should also be available within the Asana rule builder when creating custom rules.
Nice !!!
Flowsana rule updates: Add a comment; Know about holidays/vacations/time off
Weâve just released two enhancements to Flowsanaâs rules capabilitiesâŠ
"Add a comment" rule action
You can now add a comment to the task that triggers the rule, and of course you specify the text of that comment.
Also, if you use Flowsanaâs Variable Substitution feature and include {task.Assignee}
or {project.Name}
in the comment text, Flowsana will convert that to an @mention
.
"If the task falls during a holiday or time off... " rule trigger condition
Thatâs right, you can now specify holidays and time off for your users, and create Flowsana rules that respond to a task being assigned to someone when they will be away from work.
For this rule condition, you just create a calendar project which identifies peoplesâ time off, and the rule uses this information. See this Flowsana help article for full details on how this rule trigger condition works.
You can use this trigger condition along with the new rule action to add a task comment which alerts the assignee of a conflict with their time off, or to send them an email notification, for example.
I canât wait to test the updates. I was waiting for the comment rule. Thank you for your great work.
FYI, we just made an update to the Flowsana rule trigger condition for our rule
If the task falls during a holiday or time offâŠ
You can now use the Assignee field to identify who a time-off entry applies to, instead of using a people-type custom field. Just omit any people-type custom fields from the âtime-off calendarâ project; if Flowsana does not find any people custom fields in that project, it will automatically use the Assignee field instead.
See this Flowsana help article for full details on how this rule trigger condition works.
Hey @Phil_Seeman - new Flowsana user here
I have 2 custom date fields (âstart dateâ and âest. completionâ). Additionally I have a custom number field (âestimate in daysâ).
Would it be possible for me to create a rule where the âest. completionâ date is automatically calculated by adding the âstart dateâ and the âestimate in daysâ?
Hi @Diego_Solorzano,
Flowsana doesnât currently do formulas so thatâs not available. (Are you on an Asana Business or Enterprise subscription? If so, you can do it using the new Advanced Formulas feature in Asana.)
Hi Phil,
I have same issue as Polo_josh re blank subtasks and would appreciate any guidance
Br
Sarah
Hi @Sarah_Calnan,
Actually what I asked Josh was to send the question to support@flowsana.net so we can fully answer it there; if you can do that as well, that would be great as we can be sure to address the specifics of your scenario. Thanks!
I have signed up to Flowsana, but I cannot see any Flowsana Triggers when creating a new Custom Rule.
Further, the Flowsana Actions that I can see donât seem to be usable, e.g. Set a Custom Field only allows setting of one field, a basic Text field. I need to be able to change the value of a Single-Select field. I understood that was what Flowsana added to the mix.
Does Flowsana need more time to setup? I did connect Asana and FlowsanaâŠ
We have a Business account, that should be compatible, shouldnât it?
This is a high priority issue for us.
Right - Asana does not provide any capability for 3rd party integrations to access the Triggers portion of their Rule Builder (only a few specific apps that Asana has contracted with are there). To utilize Flowsana-specific filters, you should build your rule in the Flowsana web portal.
You can definitely use it to set a single-select type of field (or any custom field type for that matter!). If youâre not seeing all of the custom fields that youâve added to a project, first make sure that the field is actually added to that project (that is, itâs not just in your org library but not in the specific project).
If itâs in the project but you added it after you created the project, youâll want to do this refresh: I added custom field(s) to a project, but theyâre not showing in Flowsana for that project as Asana does not automatically inform external apps when custom fields are added to a project.
If that refresh doesnât help, please shoot us an email to support@flowsana.net and we can definitely help you out further.
ref: âput selected project under flowsana workflow controlâ
So, we have to completely disable Asana workflows to use Flowsana?
No, not at all! You can use a combination of Asana and Flowsana rules; just make sure they donât conflict.
Within Flowsana, I try to use this for my action:
Then set this custom field on the task
⊠how do I save the rule?
There is a button named âPut Selected Project Under Flowsana Worflow Controlâ, but I donât want Flowsana to run everything, just to augment Asana.
Should this button just say âSaveâ, or is there something else that will be affected?
The interface is quite confusing.
Cameron Knowlton
iGods Internet Marketing Inc.
cameron@igods.com
P: 250.382.0226
I inspected that button, and it appears to be a basic Submit button, so I tried it.
Nothing happened.
I recreated the Rule workflow, still did nothing.
The third time the rule finally saved and showed up in My Workflows.
I notice that there is no way to edit the rule, or clone it. I can only remove it.
Am I missing something?
Cameron Knowlton
iGods Internet Marketing Inc.
cameron@igods.com
P: 250.382.0226
Within Flowsana, I try to use this for my action:
Then set this custom field on the task⊠how do I save the rule?
There is a button named âPut Selected Project Under Flowsana Worflow Controlâ, but I donât want Flowsana to run everything, just to augment Asana.
Should this button just say âSaveâ, or is there something else that will be affected?
The interface is quite confusing.
Cameron Knowlton
iGods Internet Marketing Inc.
cameron@igods.com
P: 250.382.0226
As a quick reply, creating a rule (or any workflow) in Flowsana doesnât negate anything thatâs set up in Asana; it operates in addition to whatever you have set up in Asana.
The Asana forum is really for Asana-centric topics; for Flowsana-specific tech questions/issues, the best avenue is to correspond via support@flowsana.net rather than here. Thanks!