Filtering Report by Old Custom Field Value
My team had to update a value in a dropdown custom field. We recently tried to run a report for a project that uses the modified custom field and noticed that in the default state of the report we see tasks with the “old” and “new” version of the custom field value displayed.
At first that seem fine because it preserves the "old" custom field value on the old tasks and the new tasks created after the change are using the "new" value. However, when we try to apply filters to the report, we see that the filter options only allow us to select by the “new” value. Even if we select the “new” value, the tasks with the “old” value are excluded.
So is there no way to filter reports by the “old” custom field value once it's been changed?
Hi Albert Nera, welcome to the Community! While deleted custom field values remain visible in the tasks, it's not possible to use them as filters anymore because they are not stored in the database as active. Moreover, any report that had a filter or grouping by the deleted custom field value will be changed (tasks with the deleted value will disappear from the report).
With that being said, there are several workarounds that you may want to try:
Hope it is helpful. Please let me know if you have any additional questions🙌
Lisa K. Community Team at Wrike Wrike Product Manager Werden Sie ein Wrike-Experte mit Wrike Discover
Lisa K. Wrike Team member Werden Sie ein Wrike-Experte mit Wrike Discover
Thanks Lisa for the explanation.
Our team did some testing and discussed our options. For our use case we ended up changing the value in our dropdown custom field and then updated all of our tasks (active and completed) to use the new value as well. This resolved our Report filtering issue because now if we select the "new" updated value as a filter it will include ALL tasks. If we did not retroactively update the value on current and old tasks, those tasks would have been excluded when filtering.
Thank you for getting back to us Albert Nera! I'm glad to hear you've resolved this!
Please let us know if we can help you with anything else 🙌
Lisa Community Team at Wrike Wrike Product Manager Werde ein Wrike-Experte mit Wrike Discover
Lisa Wrike Team member Werde ein Wrike-Experte mit Wrike Discover