This would be used for travel. One form to submit estimates and a second form to input actual expenses. Is there any way to tie these together and/or update a single file/task?
*Not a solution, but marked as such to highlight the reply that provides the closest possible solution.
Hi @Jeremy_Long - great question… but unfortunately not with Asana natively, though it is something I hope they’ll enable eventually.
In the meantime, if it’s mission-critical:
This can be accomplished with Zapier, Make, or other third-party automation tools.
If you’d like to do it on your own or you know someone with Zapier experience:
- Design your 2nd form with a text field that says “Task ID” or “task URL”… or you can use any other matching ID.
- Use the “Update Task” zapier module or Asana API call. Find the task using the task ID.
- Map the 2nd form answers to the first task.
That’s a brief, high-level, overly simplified description of what to do. But, hopefully it gives you an idea of how it’d be done.
My team does these as a custom automation with Zapier. Let us know if you’d like to book with us to set this up for you.
Thank you Bryan, I will look into this!
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