I am investigating Flowsana for help achieving this. I have an auto-generated set of subtasks that appear when a milestone is moved into a particular section. One of the sub-tasks asks the assignee to generate and add a customer code (text field) to the milestone.
I would like to create a rule so that when the sub-task text field is updated with this unique code, the corresponding field on the milestone is also updated with the code. Currently, I have the assignee manually re-routing back to the milestone to add it there.
Is this possible via Asana rules or Flowsana rules?
Thank you! I’ve been looking into the options on Flowsana and while I can fill a text field with pre-defined text, I cant figure out how to make it copy existing text to another field on the parent task. Fingers crossed Phil can shed some light!
Yes, you can do this with Flowsana! Here’s an example (in this case, Form Submitter is the custom text field; obviously you’d use your code field):
Can I ask one further question to this: Is this rule possible for a single select custom field also? For example, I have a field with a single select drop down. Do I need to make a flowsana workflow/rule for every possible option or is there a way to tell Flowsana that when X single select field is changed on a sub-task replicate that same selection on the parent task?
Currently we don’t have a generic “field is changed” trigger, although one is planned for the near future. In the meantime, though, while you would have to specify each of the possible values for a single-select field, you would not have to create a separate rule for each one; you can do it within one rule and just add multiple trigger clauses, as these act as “OR” conditions. For example:
