Create an automation that files task in a variable file ?
I have created a request form that puts the number of my project in the title and I want to create an automation that makes it so that when a new task is created (from the request form) and the title contains the project number it will be automatically placed in the right project. How do I do it ?
In the request form editor, if you make it a single select you can have it add the item to different parent folders. If you can't do single select, another option is automations which can be a little more tedious. Even if it is a custom field with numbers you can create automations based on the values to automatically move items to specific folders. It might look like this:
This does not seem to work because the location varies depending on which project the task should be located in . Any advice ?
For the automations, you would have to create one for each project number and you'd need to put it into a field, not the title. The form would be ideal. Not sure how many project numbers you have. For example, we have a request form we are revising for contract request intake that we have set up to add these contract requests to the specific folders and it looks like this:
Right, I have hundreds of projects so this method's impossible for me. Can we use variables in Wrike's automation system? This would make it easier for me.
Given that info, I can't think of an easy solution. I don't know of a way to do this with automations without some type of API or Zapier type thing. Maybe someone else might know. Sorry! Was hoping to get you a quick solution.
Hey Robin De Maria, let me know if you'd like to discuss API options with our Support team. I can't promise there is one, but there may be.
Lisa Community Team at Wrike Wrike Product Manager Conviértete en un experto en Wrike con Wrike Discover
Lisa Wrike Team member Conviértete en un experto en Wrike con Wrike Discover