Rules and workflow string compares

Overview

  • Tasks are often routed based on data stored in their field columns.
    • Dropdown fields have a max limit of 500 entries which sets a cap on unique values they can store

Problem breakdown

  • Asana has Workflows and Rules which can check conditions of a drop-down items, as well as other attributes of a Task
  • Logical comparisons cannot be performed on a field with type text from Rules and Workflows (ie with “conditions”)
  • Since text field-types cannot be used for Workflows or Rules checks, this forces organizations to create dropdowns with < 500 custom-fields
  • Current limit is not sufficient; my organization has hit the limit and expects to need more cap

Proposed solution

In Workflows and Rules, add a condition to check if a Task has x value in y field

  • “if a task has ‘example.com’ in ‘company_field’, move Task to ‘in-progress’ section”
  • preference would be to expand the variable system to allow attributes of a task to be invoked, such as {task_id}.{field_key} // returns value of field

Links

2 posts were merged into an existing topic: Using custom text fields to trigger rules