Populating Person Fields from a Form

Hi,
I have an issue in that I am trying to create a form where my form takes the submitters name that they entered and have it populate a field in my project. I can currently do this by creating a custom text field. However, I want to be able to use a Person field, which is currently not an option. When a person’s name comes into the project from the form, I want Asana to know its a person from my company, not just text that someone entered (which could be anything). Are there any plans to have this functionality in forms?
Thanks,
Kevin

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Hello @Kevin_Nelson,

I recommend monitoring updates in this thread because since the people field was launched it is now also available in rules already and portfolio too so I assume they will make it available for forms also in the future.
In the meantime one workaround to use could be this one for example.

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It would be beneficial to add the People Field within the form as an option to select from the organization users that can be added as collaborators or assignee’s to the task.

Our organizations is trying to capture an approval process through auto-routing assignments by Asana Rules.

This is becoming difficult to manage when a role changes without proper communication.

We are looking for the functionality to be able to have the People field be an option to fill within the form and select a manager from the current user directory, so the assignment of the task can be decided upon form submission.

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Maybe I am missing something obvious, but I can’t for the life of me figure out how to add a Person custom field that is present in my project to the form I am creating for that project. I could have sworn that this was possible, but I am not seeing it as an option anywhere. Any help would be much appreciated!

Hi @pdmcdermott,

You’re not missing anything. That’s a newer custom field and not yet available on all surfaces but we’re hopeful.

You can also vote at the top of this thread, into which I’ve merged your post.

Thanks,

Larry

Thanks Larry! I had a feeling I wasn’t going crazy!

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A post was split to a new topic: Ability to map the day the form was submitted to a date field in my project

I’m commenting to monitor as well! This is a highly desirable addition in categories and a must for the form submission itself to align!

The People Field was a game changer to my program as we have multiple author’s on our form submissions that we process. And we need to track that participation across teams. We currently do similar to the original post here and have a text field that we then have to manually update after submission and processing.

If Asana could have a form entry for the people field that translated emails entered at the time of form submission to Asana accounts or inviting accounts once submitted (similar to “collaborators”) that would be idea. Especially if these folks could also be automatically added as collaborators via selecting a toggle on the form or in settings.

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Are there any updates on making this field type available on forms?

My team runs a few different rules where the trigger is the person who submits the form (i.e. if they are part of Team A, we’ll perform a specific action). Right now I have to go through each submission every week and manually add the requester to a person custom field so the rules will run. It would be great if the requester could enter their own name in the form so the rules run as soon as the intake is submitted.

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Checking in here to see if there has been or if there will be an update soon to include the ability to include the people field in a form. I’m trying to build a work around that will allow people submitting a form to be automatically added as a collaborator in the task that is created from the form.

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Most Asana features take a minimum of 5-6 years for them to add so I am afraid we are all in for a very long wait for something that should have been obvious to them

Hello @Howard_Weinstein :wave:

Forms were launched less than 6 years ago and we have regularly implemented new feature to improve them since then :wink: They remain a priority for our team and a surface we plan to continue to invest in. While this specific request hasn’t been addressed (yet!), it is on our team’s radar. It would be super helpful if you could share some use cases for this request or how it’s blocking your workflow. On my end, I’ll post an update on this thread as soon as I have one!

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@Marie It’s really incredibly simple. We just got a request from one of our users to setup a project for them where they are using Asana to manage Events. These events relate to many people in the organization so the obvious preference would be to set these fields up as People fields. The user wants to setup a form so users can enter details of their events. However, since you cannot place People fields in a form instead we have to create manual dropdown lists which is quite cumbersome to create and maintain.

We use the MOCHA method of defining project responsibilities. We have org-wide People fields for each role to help clarify the actual role of collaborators on a given Task.

We use an Asana form for staff to request services from the Comms team, which the Form product does a good job with. The form currently uses short text fields to ask for the names of the Approver, Helpers, etc. The person whose role includes processing the requests then manually enters those names into their corresponding People fields on the request tracking project.

If there were a People field type on Asana Forms, then we could skip this step. Our team is small so we’re doing this rather than have me build an automation in Zapier while we wait for the feature to be added, but I’m sure there are larger orgs where the impact would be much greater.

I’m hoping that the Forms team can implement this for Forms restricted to Org-only as I’m sure there’s a lot more to consider for public forms. I know that I don’t necessarily want or see the need for surfacing users to the public so launching org-only is fine by us!

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Just adding here that this would be a great feature! I need to be able to create a multi-select list of all people in my organization and multi-select lists of some people in the organization. Hope it becomes available soon