Give assignee access to the task with custom fields
The folder/project is not shared with the user. User use report form to create tasks with auto assign to the user.
But user cannot access to the custom fields.
Most people's expection are when assign a task to a user, the user should have full access to the task including edit value in custom fields.
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
Hi Cansu,
Hi Rex Sheng, thank you for the clarification. I see that you're in touch with our Support team regarding this. Please let me know if I can help with anything else 🙋🏻♀️
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
Hello, how was this resolved? is there a way of accessing a custom field without the folder being shared?
Thanks
Hi João Batista, our agent provided two solutions, you can find them below:
1. Regular User is shared on the landing folder with Read-only access.
Users can submit the request. The resulting task is accessible in the landing folder, in read-only mode. The user can see other tasks under the landing folder. Users can show and hide Custom Fields in the Task view, but they cannot edit these fields, change dates, or edit the description field.
2. Regular User is not shared on the landing folder
Users can submit the request. For this user the resulting task ends up under the "Shared with me" section, the user does not see other tasks created from the same request form by other users. Users can edit the task's date, description, and other attributes, but the Custom Field is not visible in the Task view, only in the Table view, because the user is not shared on the landing folder.
Please note that in the long run, it is recommended to have a landing folder shared with users so that they can access all the needed information on submitted requests. If the team wants to prevent users from seeing each other tasks, please think of other alternatives, for example, create different requests for different user groups, each landing in a respective landing folder. Your account admins can easily duplicate existing requests to tweak them for specific groups.
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