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[Status: Backburner ⌛️] Cascade Custom Field "Value" from Folders/Projects to Sub Projects/Folders/Tasks

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    Evan Swanson

    Creative solution suggestion! 

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    Tim Schoffelman

    As a safety measure, you could probably run a quick check to see if that "value" is going to overwrite any existing custom field values. If there are ones that exist, give the user the option to continue or abort the change. Maybe adding a message to have them consider creating a new custom field value and then discontinue the use of the old one.

    Food for thought anyways.

     

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    Eirik Kvilstad Heskja

    Love it!

    Actually started a similar post a few days ago (sorry for not searching properly). 

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    Robert Bridgham

    Definitely needed!

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    Lisa

    Hey guys, thanks for your feedback, our Product team is made aware of it. I'll get back to you when there's an update.

    @Eirik I hope you don't mind that I closed your similar suggestion for comments, so that all the feedback is in one place 🙌

    Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Jonathan Beltran

    This would be very help and powerful. 

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    Al Sape

    Fully agreed.  You could then do things like set up the first field as "SUV's" or "sedans" and then choose based on the first choice, like "Forerunner" or "Rav4" etc.  You could then report on all SUV's or all Cars, as well as the individual types in each subgroup.

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    Lisa

    Hi everyone! The team considers researching this, and I'll be changing the status here when they firmly decide on it. Thank you for your feedback! 

    Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Meg McCafferty

    The inability to inherit custom field data is a huge roadblock for us. The duplicate data entry across parent/child is prone to error and makes our reports inaccurate and therefore meaningless. When users cannot trust that the data is correct, they are reluctant to use/rely on the new system. This is wreaking havoc on our Wrike utilization figures.

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    Claudio Carbone

    Hey everybody this is a +1 for me: takes me an intolerable amount of time to manually go through custom fields, so please automate these things

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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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    Terje Agard

    This would be great. Is it possible to duplicate the data that is added in a reqest (only the custum field) to all the subtask thats generated with a blueprint. It would help a lot.

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    Sam Hersee

    This is a powerful feature I would love.

    Zoho Projects has something like this for the prefix of tasks within a project, but it's narrowly used for that purpose.  It's not a feature you can implement on custom fields the user creates.

    To avoid the "overwrite" problem Tim described... I envision something similar to how wrike shows a dual-value in a custom field, for the Sum vs. the Entered value (the field can show both the sum AND the value manually put into that field, side-by-side).  The "cascade value" would be distinct from the "entered value".  However, they'd be regarded as the same for reporting purposes.

    Picture of zoho's task prefix field

     

     

     

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    Hugh

    Hey everyone, thank you for all of your feedback! It has been passed on to our Product team. I don't have a request for you at the moment, but as soon as I have one, I'll let you know 😊

    Hugh Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Jose Ricce

    This would great feature. I am really interested in.

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    Christina Fischer

    Hi guys,

    we have a use case where teams are working on just a few task out of all project task. Projects are automatically created using an API (REST, data incoming from external systems) and the custom fields are filled at project level automatically.

    On project level, the custom field contains a value about a business discipline (string value). This value should cascade down to the project tasks (if we define this, as Tim originally proposed in 2018) so that the team working on only some tasks (and only seeing these in their dashboard) will be able to filter based on business discipline. 

    Current solution/ potential business impact of "cascade-down" feature: Copy and paste value by hand has a high risk of human error, low data quality if one or more fields are not copied or copy/paste is done too late, and it hinders mid-management level employees from doing meaningful work instead of this repetitive work. This is impacting approx. 200 - 500 employees (out of more than 12.000 users) worldwide in our account alone.

     

    Another use case is that the custom field values are needed for further work progress on task-level and in this case, the employees have access to the project as well. Still the situation is the same that these values have to be copied and pasted manually right now. This impacts another approx. 300 - 400 employees worldwide.

     

    We'd really appreciate if this could be taken up soon for development.

    We see this is a needed feature for big enterprise customers such as us and will positively benefit all customers who work with big amounts of data (custom fields) in their projects. 

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    Hugh

    Hi Christina Fischer! Thank you for sharing these use cases with us. They've been passed on to the Product team.

    I don't have an update for you at the moment, but as soon as I do, I'll be sure to keep you posted. Let me know if you have any other questions / feedback. 

    Hugh Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Robert Bridgham

    Instead of a push of the custom field down into subordinate tasks or subtasks, you could place the custom field into a unique variable and expose the variable to the users so we can then reference $custfieldXXXX in our templates to inherit the data.

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