Custom Fields on Snapshots

It would be great to be able to display custom fields on report snapshots.  We have a custom field called "Responsibility" where we specify whether a certain task is our responsibility or the client's responsibility.  When we share a snapshot with the client, the values in this custom field would be very helpful for the client to see.

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Seconded.

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Hi Mya and Nick, thank you for posting 🙂 

Before creating a Snapshot, click on the gear icon and check the Custo Field that you'd like to see on a Snapshot - it should be visible then:

Please let me know how it goes

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

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Hi Lisa,

I should have clarified— I was referring to the Gantt chart snapshot, not report snapshots. Thanks!

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Hi,

Wanted to dig this old thread up to see if this is possible. I have a couple custom columns with some information my client is requesting on the snapshot report. 

Thank you,

Leif

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Hello,

We need this option too (custom filds in the Gantt chart snapshot), becouse we use custom filds for the very important information in the Gantt chart.
I was wery upsed when found thet we can't use tis promising function for our busuness communications.
I think it's absolutely nessesary and logical to add custom filds to the snapshot.

Hope for understanding.

Dmitry

  

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Yes, please add the ability to add custom fields to gantt chart snapshots asap!!!

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Snapshot is a great way to share information with non-Wrke users, especially clients.

They don't have to create an account in Wrike as a collaborator to get access to the data.

So, once you have your table-view project with custom fields fully filled, you cannot easily share this information?

What is the point of snapshot then? To show only part of your data?

Please add custom fields to the snapshot~

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I second, third & fourth the need for this functionality to be in place. The big benefit of snapshots is so that you can share plans with your customers, but if you can't show them all the key information then it only does half the job

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Please please PLEASE PLEASE allow custom fields in Gantt snapshots. This was HUGELY disappointing to find out a week into our implementation. This must be fixed asap.

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Hugh

Hi everyone, thank you for all of your feedback! It's been passed on to our Product team. I don't have an update for you at the moment, but as soon as I have one, I'll let you know.

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Is there any news on whether this item has been prioritised in your backlog and if so if there is a target quarter to deliver this functionality this year?

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Hi everyone! Our team is considering adding this suggestion to the longer-term roadmap! We'll be able to provide more details in the coming months. Thanks for suggesting and supporting the idea! 

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

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Hi, This appears to have been removed with the changes around the Gantt chart. It used to be called baselines, but then has changed back to snapshots but the customised fields and advanced filters removed.

Please confirm there is no other way to share this info? https://help.wrike.com/hc/en-us/community/posts/211637609-Share-and-Customize-Timeline-Data

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Hugh

Hi Nathan Leake,

I can confirm there is no other way to share this information, and the Product team currently has no plans to implement this suggestion at the moment. If there are any updates here, I'll be sure to let you know.

mdr

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Can I clarify, Hugh, are you saying that this very much required enhancement has been rejected and will not be delivered or that it is still sat in your backlog waiting to be assessed and prioritised for delivery?

mdr

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Hugh

Hi Andy English,

According to the Product team, they are interested in this suggestion, but as they are currently prioritizing other updates, there are no plans at the moment to add it to the short-term roadmap. I'll be sure to keep you posted on any further developments about this suggestion.

If you have any other questions, feel free to reach out at any time 👍

mdr

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Also for our company this feature would be really helpful within the communication with our customers. Please check, if this function could be implemented soon.

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Hugh

Hi Bettina Vogl,

Thank you for sharing your interest in this suggestion! No update here at the moment about this; I'll be sure to let you know when there is any new information available.

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Hi there, this may be the feature in development mentioned but want to check I'm not misusing / missing key functionality of this feature. I would like to show one of my customer fields in the snapshot view, is that doable? See my set up in A) and the snapshot view in B). 

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Hi Helaine Matson, welcome to the Community!

Sorry for the late reply! The Predecessors column should have the values in it on the snapshot if that column has values on your Gantt Chart table. In your screenshot A, can you enable the column using the gear icon? 

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

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Lisa I may have missed something here but I have been waiting for Wrike to give us the ability to include custom fields in snapshots. If I create a snapshot of a plan that has custom fields switched on, they still do not appear in the snapshot. If I click on the gear icon of the snapshot, none of my custom fields are available to include!!

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Thanks Lisa! I actually unchecked predecessors in the 'B' snapshot and the custom fields I enabled in snapshot 'A' are do not show in the end snapshot I create. Based on Andy's comment above custom fields are not enabled within the end snapshot. It would be great to get an update on when this feature will be available. 

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Hi Andy English Helaine Matson

Sorry for the confusion here, what I meant was that as the Predecessor column is one of the built-in Custom Fields, it will be shown on the Snapshot. The Custom Fields that you create in Wrike are currently not available on the Gantt Chart Snapshot, but the team considers adding this suggestion to their plans. I don't have an update at the moment, but I'll let you know once I hear from the team. Thank you for your feedback and continued support of this suggestion! 

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

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