[Status: Launched! ๐Ÿš€] Change custom fields value trough automation

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I like to have the possibility to change the value from custom fields as action in an automation.

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Thanks a lot for posting this suggestion Sebastian Heinze! And I can see it already has a considerable amount of votes here too ๐Ÿ™‚ I'm passing it on to our Product team now ๐Ÿ‘

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Same here.ย Example:

  • When Ticket is put in a status "Done"
  • add [Ticket::Custom Field] value to [Project::Custom Value]

In numbers:

  • before this action;, Project::Revenue = โ‚ฌ2.000, and Ticket::Value = 450
  • after the action, Project::Revenue = 2.000 + 450 = 2.450
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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hey folks! I've checked with our Product team - they are currently researching the ability to set specific custom field values through automation ๐Ÿ‘ I've updated the status here.ย 

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

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It would be great if we could set a "Last updated" custom field with this. That would mean that this specific custom field gets the day of "Today" after a trigger (e.g. "Status update" or update of another custom field").

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Any update on this ability?

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I'm happy to let you all now that our team is currently working on this feature ๐Ÿคฉย 

We will let you know once it's available.

Daniel Glowack Welcome to the Community!ย 

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Would like to check if there is an expectation on when this feature may be ready to use/deployed? It would be tremendously helpful for my team :)ย 

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Hi everyone! I'm happy to let you know that it's now possible to change the value of checkbox-type custom fields through automation, and more field types are coming soon ๐Ÿฅณ Please find more info in this Community post!

We're looking forward to your feedback! And big thanks for supporting this suggestion ๐Ÿ’š

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

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hello everyone, I'm glad to announce that you can now change the value of almost any custom field type via automation! Please, check out this post to learn more about these new options. More updates are to be announced soon ๐Ÿ˜‰

Thank you!

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

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Juan Given the added capabilities to automate Custom Field changes - we are using up our limits much faster. So functionality has been added, but previous limits on automations have not been raised. We cannot afford to upgrade all our users to the higher level plans after Business so remain limited in how we use Wrike.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hi MW -, thank you for your comment. I understand you have reviewed our information about automation rules limits per account. May I ask you to create a separate Product Feedback post to suggest this change?

Thank you!

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

Juan Wrike Team member Become a Wrike expert with Wrike Discover

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Juan Good afternoon,

I have been searching through posts to see if anyone has posted about a feature request that I am interested in. I found this request, which is close, but not quite what I need. I would like to be able to trigger an automation based on a custom field that has a formula. In addition, I would like automations to be able to use custom fields to change other custom fields. Essentially, using a custom field as a variable. As far as I know, there is no way to do this.ย 

For example, I manage a space that consists of purchase requests. There is a requirement that we must review the quality of all purchases. When I see that we received the items, it would be great if I could check a checkbox and Wrike will then start a quality review process. Wrike will immediately send a message to the assigned quality reviewer and then set a custom field's date to today plus seven days. Seven days being a custom field that is hidden on a custom item type (a variable). This will then create a reminder date seven days from today and will send another email to the assigned reviewer when the seven days passes. The process will repeat until the reviewer submits the review. This would be created with just a few rules.

Currently, I have made a work around using the "Days passed without changing status". Basically, I created a rule for 7,14,21,28, and etc., days. This obviously takes up a lot of rules, they are all redundant, and could be replaced by one rule using this new feature.

Another example is that I have a Purchase By custom field that uses a formula to set a date to have the product purchased by. Currently, there are five starting rules. One rule for each priority level that a requester can select: one through five. Those rules based on the priority level, changes a hidden custom field that is an integer to represent how many days that we have to purchase the product by. The Purchase By custom field's formula takes that integer custom field and adds that number to the start date of the request. This creates a Purchase By date based on the start date. Where this new feature comes in, is I could create an automation that will see if that Purchase By date has passed and then sends an email to the requestor letting them know that the product has not been purchased yet.

I can keep going and write a book about all the implementations I can create using these two features or even just the one using a custom field formula as a trigger. I know this is a wall of text, but I wanted to show the benefits of this and see if you know of any posts requesting this for automations. If there isn't I will make one if needed.

Thank you,
Jesse Phillips

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Hi Jesse Phillips, thank you for reaching out!

We appreciate detailed feedback here, thank you for posting it ๐Ÿค— I shared it with the team responsible for automation in Wrike now ๐Ÿ‘ย 

Anything else I can help you with - please let me know!ย 

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Lisa Thank you! Should I create a post solely for this? Is there a better space that I need to post this in? Also, has custom field formulas already been looked at regarding automation triggers?

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Jesse Phillips - if you create a post for this idea, can you please post here? I'd like to upvote this!ย ย 

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Jesse Phillips I think it makes sense to also create a separate post in the Product Feedback forum ๐Ÿ‘ https://help.wrike.com/hc/en-us/community/topics/115000020349-Product-Feedbackย 

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Danielle Brancard Lisa Hello again, I have created a post.
Link: Custom Formulas and Variables in Automation โ€“ Wrike Help Center

I made the wall of text a little more organized, so hopefully it is more easily read.ย 

Thanks!

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It would be very useful to have the ability to perform Math formulas in the "change custom field" automation action. This is such as increment, decrement, multiply ,....etc on the original field value. For instance:

When any subtask status is changed to completed, increment the field value by x.

It would be even vastly useful to be able to reference other fields in the formula.ย 

ย 

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