Updating Subtask fields from the parent task

English Forum Tips and Tricks
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Hello there community!
I’m trying to make it so that when field values in my parent task are updated, that the subtasks inherited field values are updated as well.

In this rule in the attached image, the rule currently checks if the task is in the Upcoming Repairs section and if the type of service is PEM & PS. If it is, one of the things the rule will do is create a subtask inside of this task called Service Checklist. If all the fields are filled in before the rule is manually run, the subtask will inherit the parent task’s field values.

The problem is, sometimes we create a ticket before having all of this information. We may have the name when we manually run the rule but we may not have the address or service date. This means, the subtask values will be blank when the parent task is created and will not update after the rule is ran. This is also tricky since values could change. For example, if a service call has a different address and we update it after the rule has been run, the subtask values will be whatever they were when the rule was ran initially and will also remain unchanged.

I am not sure if it is possible in Asana to update subtask field values automatically from the parent task. I know that this rule is not currently doing that, but I’m trying to figure out if that is possible.

Thanks guys!
-jojo

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2

Welcome to the forum, @mojo_jojo! I don’t believe that’s possible natively. I’m not sure if Flowsana (by @Phil_Seeman) or one of the other 3rd-party solutions offers that. If not, if you use Zapier or another integrator, this would be a pretty light lift.

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Thanks, @Stephen_Li.

Yes, @mojo_jojo, our Flowsana integration can do this - here’s an example rule:

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This rule runs when the Submission Date (a custom field I selected as an example) changes on a parent task. Note the “Apply this rule’s actions to” setting: the action is applied to subtask(s) of the triggering parent. The action also makes use of our Variable Substitution capability, in that it’s grabbing the value of the Submission Date from the parent and setting it on its subtask(s).

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Thank you guys for the welcome! :grinning_face: Also, @Stephen_Li thank you for getting me connected with @Phil_Seeman! I’m glad to know this can be done through Flowsana :tada: