Exporting Custom Fields
It would be useful to export custom fields into an Excel doc in the same way we can export users. This would allow us to do an audit of our custom fields, collaborate with those who do not have access the list of custom fields, make notes/add columns, etc.
Hi Ben Thomas, thank you for reaching out and sharing your feedback!
Can you tell me if you tried using the Custom Field management panel for auditing?
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hi Lisa,
No, this is for managing all custom fields in settings, similarly to how you would navigate to users in settings. While there is an option to export users, there is not an option to export the custom fields. And while you can sort/view the custom fields in Wrike, it would be useful to export to organize and collaborate in an exported Excel of custom fields.
Hi Ben Thomas, hope you don't mind me jumping here. Thank you for further clarifying your use case and feedback. I'm passing it on to our team🙋🏻♀️
Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Cansu Wrike Team member Become a Wrike expert with Wrike Discover