New Action Rule to move info between CUSTOM FIELDS based on certain triggers

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Hi fellow Asana users!

I’m still finding new ways to use ASANA to make to do’s and workflow easier within our company.

I started using ASANA for budget planning, for example. I use ASANA to schedule payments and using number column totals and I then use filtering to see daily or weekly totals. Works like a charm!

It would be even greater if there would be a Rule Action where you could tell ASANA to move the info from one CUSTOM FIELD to ANOTHER.

This would be really helpful for planning - e.g. moving amounts from column UNPAID to PAID or in budget planning from AVAILABLE BUDGET to SPENT BUDGET…

I’m sure that there are many more ways why this feature to use a Rule Action to move info between custom fields would be useful depending on certain triggers…

What do you think? Please vote up if you think this would be useful too!

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Waiting for a solution, my company uses a workaround: a service we built to “compute” custom fields based on a custom formula. That would allow us, in your case, to move a value from one field to another based on a dropdown.

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Hi @Helene,

FYI you can accomplish this with our Flowsana integration. You can use its variable substitution capability to specify a custom field. In other words, you’d build a rule that would look something like:

IF
[whatever trigger condition you want]
THEN
Set the value of custom field Paid Amount to {task.Unpaid Amount}

(Note: This works where the destination custom field is a text-type custom field.)

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