Adding Attributes to Custom Fields in User Profiles
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Availability: Pinnacle. ; Unavailability: Free, Team, Business, Enterprise; |
Adding custom fields with user attributes helps identify the right person in the assignee picker. By adding these field values to work items, you can specify the necessary attributes to choose the best assignee. You can add custom field values for users using one of these methods:
You can add specific attributes and skills to user profiles by filling in custom field values. To add custom field values for individual users, click on the cells that correspond to each user in the Users table.
You can update attributes and skills for many users at once using mass actions.
To update custom field values for multiple users:
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Navigate to the Users section of Account management settings 1.
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Select the specific users for whom you wish to modify custom field values 2.
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Go to the Mass Actions menu on the right side and click on the Update user custom fields menu 3.
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From the pop-up window, click on the Select user custom field button 4.
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Choose the custom fields you’d like to update for the selected users 5.
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Choose your custom field values and click Update 6.
Note
Leaving fields empty will erase existing information.
You can add specific attributes and skills to existing custom fields by uploading an Excel file. Use our template or update an existing file to match our formatting.
Note
You can only update values for existing custom fields, but you can’t create new custom fields or add new users to your account by importing data from Excel.
To import values for custom fields:
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Navigate to the Users Interface under Account Management and click the three-dot menu in the header 1.
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From the menu that appears, select Import from Excel 2.
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In the pop-up dialog, click Choose a File to upload your desired values for the custom fields, or simply drag and drop the file into the dialog box 3.
To add skills and attributes to custom fields in your own profile, you need to have the Manage their own custom fields permission granted in user types settings. If you don’t have this permission granted, you’ll be able to see but not edit custom fields in your own profile that are shared with your entire account.
To add custom fields to your own profile:
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Go to the profile settings page and click the More fields option 1.
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Inside the More fields section, click Add user custom field 2.
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Choose the custom fields you'd like to include in your profile 3.
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Once the field is added, you can add field values with your own attributes or skills 4.
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Click Save changes to finish updating your profile 5.
You have the option to utilize Wrike's public APIs for updating custom field values associated with users.
Refer to the following APIs as needed: