I have two date fields in a “cancellations” project that I’m setting up.
- Service Ending Date
- Next Payment Date
If the next payment date is before the service ending date, then one more payment needs to run before we cancel billing, but if the next payment date is after the service ending date, then we can cancel billing immediately.
I set up a custom formula field in my project, which subtracts (Next Payment Date) minus (Service Ending Date).
I also set up a rule, based on the value in the “Custom Formula” field, that’s constructed like this:
WHEN the “Custom Formula field is changed”
CHECK IF the custom formula is a negative number.
-If the value is negative, create a reminder to “Cancel billing later.”
-Otherwise, create a subtask to “Cancel billing now.”
Tasks are added to the project via a form submission only.
In testing this, the rule for “when to cancel billing” keeps running twice, so it adds two subtasks. I’m not sure why it’s running twice or how to stop it from doing that.
When the form is submitted, both date fields are filled out, as both are required fields. My hypothesis is that maybe Asana is pulling from the form and updating the two date fields one at a time rather than simultaneously, and thus, the “custom formula” field changes twice (it has one value when the first date is added, and it has another value when the second date is added). In the “All Activity” view, I can see that the rule says it ran twice and added the subtask twice.
I can’t find another option for triggering a rule based the “Bill runs before cancellation?” field other than “when value is changed.”
Is there a way to get around this? Is there something else I’m doing wrong?
