Hello Fellow Community Members!
I do enjoy the automation features with Wrike and look forward to how they continue to progress, as their are still quite a few I'd love to have. I'm reaching out because I haven't been able to create a specific automation I'm looking to try to create and want to see if anyone else has figured this out.
1) Create a Project by clicking the "Green" plus symbol (instead of putting in a request)
2) I want to have that new project be auto allocated to a specific folder based on a custom field. Example: I have a "departments" custom field, and I have a mothership space that has a folder for each department. So when a new project is created WITHOUT using the creative request but by a plus symbol or another method, once the department is chosen I'd like it to auto add it (link it) to that mothership department folder.
I've solved this easily enough for any requests that come in through the request form area, but now I need to figure it out for any requests that get put in manually without using the request form. As I myself, my boss, and a few others do this - and to ensure my reporting and data is accurate I want to confirm these are allocated the same way so nothing is missed.
Any suggestions or recommendations I'm all ears. Thank you very much!