Can I populate a custom select field based off a list of projects in a specific folder?
I would like to create a request form that when submitted, it will be associated with a specific project. I have a folder where all my active projects are stored. Since the project list can be dynamic based off the addition/completion of projects, I would need the list of projects on the request form to also be dynamic to reflect the current active projects.
My initial thought was to create a custom select field in the request form that would be populated based on the names of the projects in the active projects folder but I can't see a way to do this.
Is there a way to do this, and if not, does anyone have another suggestion on how I can accomplish associating the request form submission to a specific project?
Thank you!
I'm not sure this is directly possible without constantly manually updating your field with your projects list. I bet Wrike would be interested in you use case for this functionality though.
Unfortunately, I'm not aware of a way to accomplish this. At a smaller scale, we have a custom field listing our active campaign projects in Wrike. I manually type in the custom field options by listing the campaigns. On the request form, I have a Y/N question asking if it is related to a campaign, when yes is selected, I ask which campaign and the custom field options are presented. If no is selected it becomes a stand-alone project, if one of the campaigns is selected, I have automations set up to auto-tag it to the related project and also to add the PM as a project owner. We have a monthly recurring task to review the list of campaigns and update the custom field accordingly.
I do the same thing for our webinars as well, so we have two different custom field lists of projects that may tag onto a newly submitted project. The request form also asks Y/N if it is related to a webinar and a weekly maintained webinar list will appear if yes is selected.
This only works for us because there isn't a ton of movement between active campaigns and webinars so there isn't an insane amount of maintenance. If I had to do this for all of our active projects, it would be near impossible to keep up with.
Hi Jamie Haskins
Do you have Wrike Integrate and/or DataHub available?
If you had DataHub you could census all the active projects in a database and then use that to populate the drop-down menu in the form.
Alternatively, with Wrike Integrate you could, every night check the list of projects in the folder where you save your projects, and make an update towards the custom field inserted in the form.
If you send me the structure of your folders and the specific need I can help you further.
Rohan V Community Team at Wrike Wrike Product Manager Infórmate sobre las funciones y prácticas recomendadas de Wrike
Rohan V Wrike Team member Infórmate sobre las funciones y prácticas recomendadas de Wrike