[Status: Investigating ๐Ÿ•ต๏ธ] Search on custom field values

We enter opportunity IDs in custom fields.  These are IDs that are specific to a sales/revenue opportunity and are extremely important for reporting, etc.

I was shocked to find that the search feature in Wrike will not pull up values in custom fields.  This is a critical and necessary change for us to be able to search/find specific OP IDs that we supported for sales.

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If you need another use case, we desperately need this feature as we have address and contact information we are going to integrate into Wrike and being able to search it is the primary function for it. We just finished our deployment phase and our data integration is in the next 60 days or so.  Please let me know if we are going to have it in time.  Thanks Lisa

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Hi again, everyone! The team are researching this suggestion right now, and as I mentioned before, they have plans to work on overall search and potentially custom fields search in 2021. Thank you so much for your feedback and support for the idea ๐Ÿ™Œ

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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In your consideration for this feature, please include using the custom field name as a search command. Similar to the way you can currently use to: and comment:

custom_field_name:seach term

e.g. project_category:podcast

In this example the word podcast might be used repeatedly in many contexts. But by restricting the search to the category field, only projects and tasks that are in that defined category are returned.

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Here are some of the custom fields that we are most interested in (and I assume many others would be as well) :

  1. # and Street or "Address 1" as many would use.
  2. City
  3. State
  4. Zip
  5. Country
  6. Country code
  7. Area code
  8. Phone Number
  9. Business/Company Name
  10. Contact/Name
  11. Position/Title
  12. Customer reference ID
  13. Internal reference ID

I'm surprised that some of these kinds of fields aren't already accounted for in a default Wrike setup to be handled as default header fields in not in line as available default fields with the standard PM fields.  I know Wrike is not a "contact database" by design, so we are having to make spaces to hold this kind of data and then relying on tags.

This works as a customer or 3rd party are actors tied to the project, however, the attribute of the project being a physical location means that it's address data really needs be on that project specifically.  In our case it goes on the "parent" project (again a custom field) and is prone to be duplicated or put on a child project or task instead, unless the user see's the entire project tree in table view.  This means even with the search, we could end up in a sub project or have multiple results, rather than getting just the "parent" back in the results.

All of our projects are externally focused on either a customer or geography (in our case, both) so organizing and searching this specific information is a key function.

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Thanks so much for providing detail on your use-cases, Owen Greenwell, Richard Herzog๐Ÿ™‚

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Dear followers,

I'm happy to hear that the global search functionality is getting improved: https://help.wrike.com/hc/en-us/community/posts/1500000362042--From-Wrike-s-Product-Team-Your-Feedback-on-Search-

But I'd like to point out that it is already possible to find tasks with specific custom field entries using a filter on the search results, as mentioned in this thread long time ago. I wasn't aware of this feature myself, and it's still tricky for me to find, but it's VERY useful!

You have to click on that small filter icon on the top left-hand corner underneath the search results headline, and then add a custom filed to the filter on the right sidebar. 

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Another use case: we have migrated a previously existing bug database to Wrike. Among the data transferred is the last-modified date from the old system. It would be useful to be able to search these tasks by date range.

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Thanks for sharing your use case here Michael Cornelius ๐Ÿ™Œ๐Ÿผ

Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Hi Any Update, I still dont see the ability to search a custom field???? 

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Hi Linda Catalano, in order to filter your search by custom fields, you'd first need to click on the search button and see all results.

When you have the list of your search results please click on the filter icon on the top left-hand corner underneath the search results headline as Florian Kislich mentioned above ๐Ÿ˜Š

When you click on the filter icon you should have filter options available on the right, please add the custom field(s). 

 

 
Let me know if you have any questions or this helps, please ๐Ÿ™‹๐Ÿปโ€โ™€๏ธ

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We need the ability to search the Text Custom Field values - i.e. we have a Custom Field for "URL" where our web team tracks the hyperlinks to the page.  If they receive a maintenance request to update a specific web page, they can't just put the URL/hyperlink in the search field Wrike and pull up the task with historical data on that page.  Search does not return values from text custom fields.

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Hi Meredith Selden, thanks so much for sharing your feedback. I've passed it on to our team and I'll be sure to update this thread when I receive more information from the Product team.

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