Look-up Tables for Automation Rules
As we've been setting up our Wrike account I've been utilizing Automations, the API on it's own and Workato. I was thinking that being able to utilize lookup tables for automations would be a game changer.
For example instead of creating a rule for every client of staff member we could just have a table that the automation could reference.
Example use case:
Set an automation where the Assign should be based on the Account manager.
The rule would reference the table to see which User wi the AM for that client.
I'd be curious about what the rest of you think or how you are currenlty hadnling this.
Thank you for sharing your feedback and use case, Tiffany. I have shared this with the relevant team for consideration. 😊👍🏽
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Conviértete en un experto de Wrike con Wrike Discover
Basudha Sakshyarika Wrike Team member Conviértete en un experto de Wrike con Wrike Discover