[Status: Launched! ๐] Search on custom field values
We enter opportunity IDs in custom fields.ย These are IDs that are specific to a sales/revenue opportunity and are extremely important for reporting, etc.
I was shocked to find that the search feature in Wrike will not pull up values in custom fields.ย This is a critical and necessary change for us to be able to search/find specific OP IDs that we supported for sales.
We have the same problem! This feature would help us a lot too โ๏ธย
Hey! You can't search by Custom Fields but you can use the filter option to show tasks in your search results by their Custom Fields. Let me know if you think this will help ๐
We are kicking off our offer process with a request form. During the process, a specific part number and offer number will be added in custom fields on project level. We are struggling with the same problem as neither filters or the general search are responsive to these entries.ย
I was surprised that it wouldn't work, but it seems to be quite an issue to accomodate this feature.
We have the same issue : We use external IDs in custom fields, and we cannot search for them.
This is a big issue for us.
I would love to know if this is even on the roadmap? Not being able to search custom fields is also a big issue for us.
Also on our side, Custom Fields are used to keep SalesOrder or Ticket numbers in them directly on the Task.
Our colleagues are working in a Ticketing system (3rd-Party) and need to find "their" tasks in wrike - and the idea is to use these Custom Fields.
Hey guys, thanks for your comments. I don't have any updates for you at the moment, but I'll get back to you if I have news.ย
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
Please implement, this would be very helpful. Silly it doesn't exist already.ย
Please add functionality to be able to search data in custom fields. This is a critical feature for this tool. Thank you
Hi everyone, thanks for your support here.
For now, the feature is not on the roadmap and not planned for the near future.ย Please rest assured you've posted your feedback in the right place! Our Product Team constantly review the feedback posted here when discussing Custom Fields developments internally. I'll get back here if/when there's a status change.
Thanks for posting ๐
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
This news is disappointing since we are forced to enter search criteria in the title and description fields only. Please accelerate development as this feature is really a MUST. Thank you.
Disappointing news!ย ย This is a critical feature for us that significantly slows us down when searching for specific opportunities across a very large (100+) user base with literally hundreds of projects ongoing simultaneously.ย We track unique sales opportunity IDs in custom fields on every task.ย Sometimes we have 10+ different tasks for 10+ different opportunities, all with the same customer name.ย Being able to search for the unique OP ID housed in a custom field is essential to finding the right task.ย For now, our work-around is to run a report.ย Too time consuming when the search feature should be able to pick up custom field data.ย Thanks for considering our feedback!
Disappointing. This is a massive feature that needs to be dealt with, it's ridiculous Wrike keeps being catered to non-power users and people who really need to flex the system.ย
I just ran across this gap in functionality today and was pretty surprised that the search does not include custom fields.ย
While it is helpful to know that I can create a filter to effectively search for a custom field value, it would be FAR more convenient to just type what I'm looking for in search and have tasks with matching custom field values appear.ย
Really hope Wrike will prioritize the addition of custom field values to search ... again, this type of functionality just seems normal and I'm pretty surprised that it isn't there.
Please add this feature ASAP thank you :)
Please! ๐๐๐๐๐
Hi everyone! Just a quick update; this is still currently not planned. The Product team are still taking your feedback on board, so when there are any updates I'll let you know!
@...ย Every time I get an email with release notes I excitedly scan it hoping this functionality snuck in. Appreciate the update, but would appreciate even more your advice on what the community could do to help prioritize this. Like, give me an address and I will send pizzas.
@...ย and Andrew Fiedlerย and I will send beer!ย
The search in user defined fields is also very important for us in DE. See also this post which demands the same...
https://help.wrike.com/hc/en-us/community/posts/360001951314-Searchable-Custom-Fields
Hey Ronald Otmar Theil, thank you for this feedback! It's been passed on to the Product team.
Hey @...,
You asked for use cases, here is one. I convinced my team to use Wrike over other PM softwares because it seems pretty straight forward to add a CRM (amongst other things). You can use the mobile app and upload images of business cards directly from your camera, create custom fields for whatever entries you need and link tasks and projects directly to them and manage them with the power of Wrike. Sounds like just perfect. Unfortunately, after having transferred our former CRM database to Wrike, what a surprise we had that we couldn't search someone by company name or just by their last name. It seemed so much impossible that I could not search within the custom fields, that I never thought to looks if it was possible before transitioning. You know how much resistance there is when you want to convince a team to change tool, and after succeeding in the favor of Wrike (your favor), here I am screwed because of something that I feel shouldn't be an issue.
LF
Hi Louis-Fรฉlix, thank you for your use case. This has been passed on to the Product team.ย
I don't have another update for this suggestion at the moment, but as soon as I do, I'll let you know.
I see this is a little older thread but I have to ask Is making custom fields searchable on the team's radar anytime soon or ever?
94 requesters are eagerly waiting for the function - where is it - what is the status?
Hello everyone! I have a quick update for you about this suggestion: the team is planning to start working on updating the Search functionality in the end of 2020. We'll keep you posted on the progress. Thanks again for all your feedback and use-cases here!ย
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
Like many others the lack of this functionality came as a surprise. Needed ASAP.
Great news, Lisa, thanks!
Hope to have an update soon on timeline of implementationย ๐
Thanks! This will come in very useful for us!ย ๐