Adding custom field data in description of CIT
It would be nice to have the ability to display custom field data within the description field without having to copy/paste from the field itself into the description. We capture various data in custom fields on our request form and populate them into a CIT. However, much of that data is multiple lines of text and it gets hidden when viewing the info panel--unless you hover over the field or click on it. This isn't very Executive level friendly, and we need them to review/approve the information to move forward. Is it possible to create an outline in the CIT description to include pointers to the custom field value so that it populates once the data is submitted? If not, could this be considered for future enhancements? I'm currently having to export the data and, using a Word template, covert it into a format that's easy for executives to read outside of Wrike and we want them in Wrike.
Here's an example of what I'm trying to create (with the custom field name pointer in between the << >>):
Rohan V Community Team at Wrike Wrike Product Manager Conviértete en un experto de Wrike con Wrike Discover
Rohan V Wrike Team member Conviértete en un experto de Wrike con Wrike Discover
Justin Clark in the request form, you can select to have the data entered go to both a custom field and the description box. The caveats are that you don't get to select the format of the data in the description (can't make it in a grid view like in your example) and this only works for data that is filled in during the request process. If the data in the custom field changes, the description would have to be manually updated.
Ashley Fischer thanks for the idea. I was aware of that option from the request form, which actually gave me the thought about being able to create a template and have the custom field pointers. But, doesn't look like that's possible. The lack of document style reporting is frustrating and I keep trying to find other ways to present the data in an easy-to-read format so I don't have to create them manually outside of Wrike. The search continues.