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Inherited Custom Field Values

7 comments

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Angi Hast

    See https://help.wrike.com/hc/en-us/community/posts/115003107809-Custom-field-manager?page=1#community_comment_360002248833

    ย 

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Beat Z'graggen

    ย 

    Beeing able to inherit custom fields would help a lot indeed!

    ย 

    E.g. if I have a folder for a customer having a custom field

    ABC-Status = A

    I would like to inherit the content of the custom field to all folders and tasks so that e.g. in every view we can see tasks coming from an A-client.

    ย 

    E.g. if I have a folder for each customer with the

    customer number

    I would like to inherit the customer number to subfolders and tasks so that e.g. when I export something or list something I can see the customer number next to Wrike folder orย taks.

    ย 

    This would help in many such cases.

    ย 

    From what I see it would be enough to define for the content of a custom field to be inherited by folders below. This custom field would not need to be changed in folders/task below so it would show the value coming from the level above but could not be changed. This should make the implementation of this feature easier than if the content of this field can be changed on each level but main thing would be to get something like this however it works...

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Beat Z'graggen

    I already suggested this 1 1/2 years ago so maybe these votes can be attributed there.

    https://help.wrike.com/hc/de/community/posts/115000313265-Custom-fields-of-a-folder-and-being-important-should-be-attributed-to-tasks-issues-in-that-folder

    I added my comment to the old post too as it got more votes so far.

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Angela Gulino

    My account managers often ask ifย fieldsย can automaticallyย populate through all of the tasks if the field is established at project level, and regardless of how many times I explain to them that Wrike does not have this set up as a feature, they continue to pester me, expressing their frustration for having to manually input this information in two different places in our templates. I understand their frustration, and so I'm writing to you, Wrike, for support with this!ย  Is this an issue that can be addressed, please!?!?

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    michael leese

    This would be very useful

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Kate Shaw

    Hi definitely need to inherit custom field values. I have projects where some custom fields only need to be filled in at the project level, not for every tasks. However, there are tasks in other projects that tag into a project that need to inherit that custom field value.

    Example:

    Project A has a custom date field for the First Night of a performance, but it only needs to be be input at the Project level.

    Projects A-Z relate to a whole set of tasks in Project 1. So Project 1, task 1, relates to Project A; Project 1 task 2 relates to Project B; Project 1 task 3 relates to Project C; and so on).

    So what I want is, for example, Project 1 task A to inherit the custom date field value for First Night from Project A when it is tagged across.

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Laura Boylan

    (Edited )

    If you have access to Wrike Integrate (paid add-on), it's possible to automatically copy the value from a project-level custom field (i.e., Client) to all new tasks created within that project.

    I posted an example community recipe at https://www.workato.com/recipes/1102960, with a fuller explanation in the Best Practices section at https://help.wrike.com/hc/en-us/community/posts/360039414333.

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