Access field values within automation

Hi Ben Gladwyn, thank you for sharing your use case with us. Do I understand correctly that the "Custom field changes" trigger does not meet your needs? 

You can use this trigger to active a rule when a specific value is added/changed in the relevant custom field:

Looking forward to your reply!

Hi Juan, thanks for having a look at this for me.

I don't think  "Custom field changes" helps in this situation. That is very useful and allows automation rules to fire when the value of a custom field changes.

What I'm suggesting is being able to use the values within fields, be they default or custom, in the action taken. Currently the only suggestion I've seen to address this is by having a different rule for each anticipated field value. This doesn't make sense if you don't know what the value will be, or would like to use more than one value in the action.

I understand your case better now, Ben Gladwyn, thank you for the additional details. I've passed your feedback on to our Product Team 👍

Many thanks Juan!

I have a project number custom field. Once it is populated by finance, I would like to send a comment with the message "Project number (Custom field value) has been assigned."

Hi Beth Wray, thanks for reaching out!

The use case you're describing is possible with our automation! First, you'll need to set up a trigger "When field changes" (it will also work if a value is added):

After that, you can add an action "Add comment or mention" and choose who you'd like to mention: 

I hope this helps 🙂

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

Thanks Lisa. I would like the value of the custom field to be displayed in the comment. I believe Ben Gladwyn referred to this as well.

Got you, thank you for clarifying Beth Wray! 

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

We have the same request. Being able to use the Items field values as variables would open up many possibilities for dynamic automations. One example is duplicating an item and keeping the name of the original item but adding a prefix. This is currently only possible by "hard coding" the name into the automation, which makes it completely untenable for us. 

Hi Ryan Montgomery, welcome to the Community! Thank you for your detailed feedback and for sharing your use case with us. I've passed your comment on to our Product Team 👍

Please, feel free to check our New to Community forum to discover all the resources you can find in our Community 🙂

We have the same need.

Our warehouse team provides tracking numbers in a custom field. Once that is populated and the status changes to Shipped we'd like to automate a message to Slack that includes the tracking number. For example: "Project X status has changed to Shipped with tracking number(s): [custom field: tracking number]"

Because these hardware requests come in via a request form, it would be an added bonus if we could email the requester with this information rather than Slack.  

Another upvote from me - not for the first time, I have a use case that could easily be solved by, for example, incorporating a custom field value in a comment (or alike) by inserting the merge syntax i.e.{{CustomItemID.CustomFieldID}}

Thanks folks! Please don't forget to also upvote the original post by Ben if you haven't yet 👍

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

Bringing this another use case. I would like to have the Custom Field I created "Comments" be able to have its contents sent in an automated Slack message.  This is primarily used to communicate to users outside of Wrike so they can see comments have changed without accessing the Public Link that has been given.  Simply one less click or three for them to see what has changed/updated.

Thanks, Jon Swanson, for sharing your use case. We’ll forward your comment to the relevant Product Team for their visibility. If there’s any update in the future regarding this, we’ll be sure to notify you.

Rohan V Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Rohan V Wrike Team member Become a Wrike expert with Wrike Discover