[From Wrike] Automation: Use System Fields as Triggers & Change Custom Field Value ๐Ÿš€

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Hi Community!

We are delighted to bring you some major updates on Automation! ๐Ÿš€ย 

New System Field Triggers ๐Ÿ“Œ

The list of available triggers just got (much) bigger, including the following options: Start and Due date, Assignee, Duration, Importance, Name (Title), and Descriptionย ๐Ÿ”ฅ

You can also determine when to action the triggers: if a value has been added, removed or changed ๐Ÿค– Combined with the option to add conditions, the new possibilities opened by these enhancements are a total game-changer!ย 



Also, more fields are to be added in the future, we will share the updates with you soon ๐Ÿ˜‰

New Action to Change a Custom Field Value ๐Ÿ“Œ

Triggers are not the only update we have! We added a new action to automation: โ€œChange custom fieldโ€! It will allow you to automatically change the value of a specific custom field. This way, you can now remove, change or add a specific value for the custom field, depending on the relevant trigger and conditions.ย 

At the moment, the option is available for checkbox custom fields, but more types will be included among the options in the near future. Stay tuned for the updates, we know that many of you have been supporting this suggestion ๐Ÿ˜‰

Please, feel free to share your use cases with us and let us know how youโ€™d like to apply these new triggers and actions! If you have any specific questions, we are here to help ๐Ÿ˜ƒ

Looking forward to your comments and feedback! ๐Ÿ’š

Juan Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

Juan Wrike Team member En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos
16ย commentaires

Wow!!!

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

We've been waiting for more automation options! Thanks!

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

Awesome and can't wait for more custom field automation!

ย 

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

Fantastic! Will be playing with these later today!

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

Thank you! Glad to see you're already enjoying the new options ๐Ÿ”ฅ

Juan Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

Juan Wrike Team member En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

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

Automation getting better and better <3

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

Neyl Walecki ๐Ÿ’š

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

This is an amazing update! Exited to share this with my team and get some things set up.

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

YAAAAYYY!!! Very excited for this update and more to come.ย  Please tell the devs thank you for implementing this.ย  Now to review my automations for improvement...

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

Melissa DeKoff Brian Krause thank you for your messages, I'm glad to see you're excited about these new options! More are to come, we will keep you updated ๐Ÿ‘

Juan Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

Juan Wrike Team member En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

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

this is a very exciting update!ย  Look forward to seeing more updates!

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

These are great additions!ย ย 

For the "change custom fields" action, as new field types are added it would be GREAT to be able to change a date field to a few different options:

  • Today
  • One Week from Today
  • 'X' Days from Today
  • Specified Date

We have a lot of cases where tasks or projects go into a hold state for a period of time.ย  When the task/project returns to Active status, we have to manually update a date field to track a new completion date, allowing us to track when the task/project was originally due and then the new, revised due date.ย  Having the ability to automate this task would be a huge time saver!

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

Hi Chris Cashon, thank you very much for your feedback! I can clearly see the value of your suggestion and I have passed your comments to our Product Development Team ๐Ÿ‘

Juan Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

Juan Wrike Team member En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

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

Awesome addition!ย  I strongly second being able to (as the action) change a custom date field.ย  Thanks.

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

Hi Fred Lunau, thank you very much for your comment! We'll keep you updated on any changes ๐Ÿ‘

Juan Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

Juan Wrike Team member En savoir plus sur les fonctionalitรฉs et les meilleures pratiques grace ร  nos Webinaires online

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

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