Automation - Allow Calculated Custom Fields to be Added as a Condition

Avatar
Matt Difani

I have a feature request that I believe would greatly enhance Wrike's capabilities and empower users to create powerful automations. I propose integrating calculated custom fields as conditions within the automation engine.

This could be as simple as allowing calculated fields using the number format to bused as a condition using the standard comparison operators such as >= | <= | > | < | =.

My specific use case: Change status if task/project is overdue by X number of days.

How I would like to accomplish this with the additional functionality:

  • Create a calculated field "Days Late": TODAY() - [Due Date]
  • Automation Trigger: Due Date has Passed
  • Automation Condition: Days Late > ##
  • Automation Action: Change Status to "Status"

The above is a single example but this capability would provide users with greater flexibility and creativity in solving business problems using the automation engine.

 

Upvote 6
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
1 comment
Avatar
Juan

Hi Matt, welcome to the Community! Thank you very much for sharing this suggestion with us, I have passed your comments to our Product Development Team. In case you'd like to learn more about how we process feedback, please feel free to check this article.
 
New triggers and actions have been announced this week, which are directly connected to conditions, you can check all the updates here.
 
Lastly, I'd like to mention that you can check our New to Community forum to discover all the resources you can find in our Community 🙂
 
If you have any additional questions, please let me know.
0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Automation - Allow Calculated Custom Fields to be Added as a Condition
[this list is visible for admins and agents only]

Top

Upcoming Live Sessions

Didn’t find what you were looking for? Write new post