When the task is created in Asana, I need it to attach that specific filled in form

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    KathyZenios
    Asked on March 31, 2018 at 03:24 AM

    However, when the task is created, i need it to attach that specific filled in form so that the all the customer information is available and the agent can check points off to update the form. Is this possible.  I thought by numbering them I would be able to see the different forms. 


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    KathyZenios
    Answered on March 31, 2018 at 03:37 AM

    How do I set an upload field, not within the form, but to attach the live form to the email sent to asana

     

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    Kiran
    Answered on March 31, 2018 at 07:38 AM

    However, when the task is created, i need it to attach that specific filled in form so that the all the customer information is available and the agent can check points off to update the form. Is this possible.  I thought by numbering them I would be able to see the different forms. 

    I am not sure if I understand your query correctly. Do you mean to update the form by editing the task in Asana? If so, unfortunately, it is only possible to send the form data to Asana currently. If you are referring to something different, please let us know. 

    How do I set an upload field, not within the form, but to attach the live form to the email sent to asana

    This question is moved to a separate thread and shall be addressed there shortly.

    https://www.jotform.com/answers/1431337

    Thank you!

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    KathyZenios
    Answered on April 01, 2018 at 03:24 AM

    I would prefer the task to have that Jot Forms URL, with the specific string for that specific form attached to the task so that it can be updated in Jot Form and thus update tasks.

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    Victoria_K
    Answered on April 01, 2018 at 06:01 AM

    As far as I understood, you would like to forward the "Edit Submission" link to your Asana tasks, so the submission could be updated/edited directly from Asana. Is that correct? 

    Unfortunately, it doesn't seem to be possible at the moment. 

    But, form submissions can be edited in several ways:

    How-to-Edit-Submissions-Made-on-Your-Forms

    How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    If you are referring to something else, please provide us some more details.

    Thank you.