Merge custom fields

Hello Wrike friends!

Our organization is working to clean up and align our custom fields so we can enable more reporting across projects and spaces.  During our review, we've found a handful of duplicate custom fields that have been created over the years that we'd like to consolidate, like client ID or department name.  

In the past, Wrike visually merged custom fields that contained the same data, but it didn't actually merge the data.  That feature's been discontinued for a while now, although I can still find references to it in older articles on this site.

What we're looking for is a way to combine 2+ custom fields into one consolidated field.  I think that creating a new field with the combined data would be the best solution, allowing users to decide if they want to delete or retain the old duplicate fields.

I was really surprised when I didn't find any other requests for this feature.  Is this something anyone else is interested in having?

Thanks everyone!

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Hi Lisa Lemmons, I am afraid that there is no way to merge custom fields. The easiest solution to consolidate data would be to copy-paste all the values to one field and then delete the unnecessary ones from the Settings.

Your idea about merging fields sounds useful and I'm sure other users will upvote it. The Community forum is the best place to share your suggestions, and popular posts are revised by our product team. If you wish to add anything else to your feedback, please feel free to do so.

Lisa K. Community Team at Wrike Wrike Product Manager Erfahren Sie mehr über Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

Lisa K. Wrike Team member Erfahren Sie mehr über Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

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Thanks (other) Lisa! 😁  We've considered doing a manual merge like that but quickly realized that it would be a huge undertaking, considering how many spaces and projects we've already created.  When we first started with Wrike, we only had one team using it, but we've grown exponentially over the years - which is great! - but we didn't have enterprise governance in place to prevent us from creating duplicate fields, parallel projects, etc.  We're working to get things cleaned up now and merging fields is a big piece of making that happen.  I'm super interested to see if others are interested in this idea!

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Lisa Lemmons I would create a third field so you don't change anything on the two existing fields yet.  This will allow you to continue to filter/sort the existing fields to quickly copy/paste the data to the new field in table view..... then once you've copy/pasted the data, delete the two old fields.  If you're using the field in Calendars, Reports, or Analyze boards this will also allow you to more easily update the widgets with the new field name. 

The challenge I'm wrestling with is changing one option within the multi-select custom field (i.e. I made an option singular instead of plural).  On the back-end of Analyze it creates a new option so I have to go find the thousands of locations where it's used the old way (singluar) and update it to the new option (plural) - but because I renamed an existing option I can't filter/sort by it to quickly update it on projects/tasks.  I have been able to find most of them using a Table within Analyze.  

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