Custom Field Automation based on Project/Task Name
I would love to have an automation rule so that anytime I create a project with XYZ in the Project Name Field, it could automatically add data to Custom Fields.
For example, when creating a project pertaining to photography for a Living Room vs Dining Room, we'd use LR or DR in the project title. Later in the process, I go through and select the custom field option for the category pertaining to that text.
Has anyone found a workaround way to do this using blueprints perhaps?
Thanks in advance!
Hi Andrea Fazio, thank you for sharing your suggestion for Wrike's automation 🙌
One thing that comes to mind is that it's currently possible to setup an automation where when a project's name changes, we can change a custom field (add suffix/prefix, change to something else or remove value). it's not exactly the same as the idea you're suggesting, but maybe it can help?
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
Hello, on the same note - I found that "change name" function, but it's limited to just typing in text. Is it possible to make it use a variable from a custom field? I.e. I made a custom field, in which for each project I write a shorter version of its name. I.e. full name: Microsoft, short name [MICR]. I'd like to make an automation, in which every task created within this project, would have value from this custom field as its prefix - is it possible somehow?