Ask Me Anything with our Wrike Integrate team: Part 1! 🙋

Épinglée
Hi folks,
 
My name is Miron and I'm a Solutions Architect and part of the Wrike Professional Services team, working with Wrike Integrate.
 
I'm running an Ask Me Anything session about Wrike Integrate and sharing our new video series in this post, so be sure to ask any questions you have in the comments section below 👇
 
Last year, Wrike released Wrike Integrate, allowing you to configure robust integrations, add custom automation to Wrike, and manage complex cross-functional and multi-app workflows with ease.
 
Soon after, we released a self-paced e-Learning module called 601 Automate with Integrate which walks you through a guided example of creating an integration recipe in Wrike Integrate.
 
However, we knew that there is more we can share with you, to help you get deeper into Wrike Integrate and perhaps even try and use it in earnest. So, we are excited to share a series of 5 “Wrike Integrate Training 101” videos which you can watch below. These videos go into a greater level of detail and cover the following topics:
  1. Basic Concepts
  2. Triggers
  3. Actions
  4. Best Practices and resources
  5. Demo
Each video is only a few minutes long, and together, they form part of the content that our Professional Services team delivers during Wrike Integrate deployment. We've decided to make this content public and share it with you, the Wrike Community.
 
Please note that Wrike Integrate is an add-on, available to Business, Wrike for Marketers, and Enterprise accounts only. Reach out to your Account Manager to discuss further, or comment below and we can arrange for your Account Manager to reach out to you. If you’re not a Wrike customer and would like to discuss Wrike Integrate, let us know and we'll arrange for someone to discuss this with you.
 
I'm looking forward to reading and answering your questions below!
 
Be sure to check out part 2 and of this series, where we'll discuss the basics of getting started with Postman and Webhooks 👍

Miron Mizrahi Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Miron Mizrahi Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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19 commentaires

Does it integrate with Project Online 365 *subscription plan 5....?

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Cansu

Hello Edgar Eleazar Chavez Aguinaga and welcome to the Community! 🙌
 
Thank you for the question. I will ask my colleagues from the Support team and they will reach out you as soon as possible.
In the meantime, don't hesitate to write if you have any other questions. 

Cansu Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Cansu Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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Aaron K.

Hi Edgar Eleazar Chavez Aguinaga,

That's an excellent question!

With Wrike Integrate, you can connect Wrike with hundreds of apps through prebuilt connectors. For apps which we currently do not have a prebuilt connector already, you can create your own connection between Wrike and any cloud application that has an HTTP-based API. This includes Project Online.

Please give it a try and let us know if you have any questions 😄

Aaron K. Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Aaron K. Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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how do you @mention the assignees/owners of a project within the comment section of a "create comment in folder" action?

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Nich Adam, thanks for your question.
Check out https://developers.wrike.com/special-syntax/. In the Task Comments section you will see the syntax. You will need the user ID. If you do not know in advance which user ID it is (i.e. it is not fixed and therefore cannot be hard coded or be put into a Property), or you cannot get it from a datapill off a previous step, you can use the List Users action or a GET /contacts custom call. In either case you will either need to iterate through the list or use a combinations of WHERE and PLUCK formulas (e.g. DATA.where("lastName":"XXX").pluck("id") ).
BTW, you can use this to make comments on projects as well not just tasks.  

If you wanted to use @followers or @assignees you can use something like

POST on https://www.wrike.com/api/v4/tasks/IEACR2ADKQQKCH3M/comments?text=<a class=stream-user-id avatar quasi-contact rel=&#64;followers>&#64;followers</a> my message

Miron Mizrahi Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Miron Mizrahi Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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Hi,

How do you copy 1 project description area to another and retain the rich-text formatting. My basic attempt removes all carriage returns and formatting markup.

Thank you in advance!

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Hi Reese Healey

This is a known issue with the Workato connector. In this case you need to use the Custom Action rather than the built in Search Projects and Update Project. You will need to get the project and then update it using the direct API calls. When working with Custom Action you also need to define the response body so that you can use the data pill to copy the value in desc field A to desc field B. You can get the definition of the response from the examples that are on the two links above. 

Miron Mizrahi Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Miron Mizrahi Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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Thanks Miron!

I sort of half got there. I muddled through the parts about the GET custom action and defining its response body, but I can't figure out the PUT custom action to copy the description over.

Any help on how to use the Custom Action PUT to modify the description of the targeted project?

My workaround was to copy the description from the GET to a utility function message log, then use the default update Wrike project action to update the description using the message datapill. This works, but seems clunky.

With the workaround, I'm not sure why I had to use the message log intermediary step, and couldn't just apply the GET description to the Project update. (any thoughts on this?)

 

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Reese Healey the PUT action is very similar to the GET one. The syntax should be

folders/{id}?description={desc_from_GET}

So in the setup of the action select PUT as the method and in the URL box enter the one above replacing {id} with the project ID and {desc_from_GET} with the project description, both of which should be available as datapills from your GET (which I assume is step 2 in your screen shot). 

If you do not need to use any data from the updated project further down in your recipe you can leave the response body empty, but it is always a good idea to have it defined. You can get it from the example on https://developers.wrike.com/api/v4/folders-projects/#modify-folder

Miron Mizrahi Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Miron Mizrahi Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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Miron Mizrahi Okay, making progress!

The syntax works for actual text, but I get an error when trying to use the description from the GET step

Works:

Doesn't work (Error - URI must be ascii only):

I'm guessing that what is being passed as the description doesn't make sense as a URL, so is there some sort of  parser function I would use as part of a formula, instead of trying just to use the Text input? Or is there something more straight forward I'm missing?

Thanks for your time! Hopefully others will get something out of this as well.

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Reese Healey ah yes. if your desc contains rich text then it needs to be encoded but actually is not needed. As long as you use the GET custom action you will get the full HTML and then you can use the built in Update Project action and just plug into the Description field the data pill for the desc field you got from the GET

Miron Mizrahi Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Miron Mizrahi Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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Hi!

Is there a way to set up a Wrike to Wrike recipe that identifies custom workflows that have not been used in over a year and deletes them?  

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Penelope Zambrano not a straightforward one. It is easier done in Wrike Analyze but in WI you could try something like 

  • get all workflows (/workflows)
  • iterate over each workflow and within each one over all statuses (so a loop within a loop) and construct an array from the statuses. you may even be able to use the customStatuses data pill from the /workflows call
  • for each status in a workflow search for tasks with filters for the status and update date in your range. so something like /tasks?customStatuses=[array of statuses]&updatedDate={"start":"a year ago","end":"today"}
  • If you request returns any data, it means WF is used. if list is empty it has not been

Miron Mizrahi Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Miron Mizrahi Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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Thank you Miron :) I appreciate your help! 
Could you please tell me how you might do this in Analyze?
Also, is there a way to apply the same logic to deleting request forms?  
(I am trying to clean up a large Wrike account that had no governance for the last several years - yikes!)

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Penelope Zambrano sadly there is no API for request forms. I suggest you reach out to support. they may be able to help with RF submissions. But not sure. as for WA you would need to use the task/project history status change date. so you can have a table with project status, and status change date and see which statuses do not have entries, or something similar.

Miron Mizrahi Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Miron Mizrahi Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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Hi Miron, how are you and hope you are well. I would like to check if there is any API that can work with the View, I would like to duplicate / apply the view to all folders in the space, currently there is no way to do that within the platform, and I search thru the API, there is no API information available at the Wrike API documentation page. See if you know about it. As I know that Wrike did have a lot of hidden parameter that not showing on the documentation page, may be due to the page is not updated. 

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Alex Chan sadly there is no API for Views. Depending on your situation you may be able to use the following approach

  1. create an empty blueprint project and apply to it the views you need
  2. duplicate from the blueprint into your space for as many folders as you have so that each project represents a folder
  3. convert from project to folder
  4. cross tag projects from old folder to new one

I get that if you have many folders this would be be feasible. 

Miron Mizrahi Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Miron Mizrahi Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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Thanks Miron, it didn't work as we had applied selective sharing for most of the folders, we have to apply the selective sharing of the folder back to the converted folder which will be a huge amount of work. Imagine in general, we will have like in average 300 folders in the space, worst case is over 5000 folders if I'm wrong. And with over 10k+ projects / tasks within the space, the suggested solution doesn't work.

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Alex Chan selective sharing does complicate matters. however, selective sharing is available via the API so you could, in principle, compare, on a per folder basis, and apply to the new folder the settings from the old. TIP: if you do intend to go down this route, make sure you do not add anyone to the new space until you have applied all the sharing settings. this will ensure no folder inherits from the space so you won't need to worry about preserving already existing access. 

Miron Mizrahi Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Miron Mizrahi Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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