Populate Custom Fields
I have custom fields for pricing information for each task in a quote log. The task is created during the takeoff stage and then after the project has been through estimating, we have to manually fill in each of those custom fields. When the project is quoted, we get a standardized report with all of the information we need. Using Microsoft Power Automate, I've created a model that can extract the data I need from that report. Is there a way to get that information into its related task without manual input?
Hi Aaron Cook,
can you explain where data you need to get are located?
I canno't understand your need.
Hey, Pietro. Thanks for the quick reply.
Currently, that data is being extracted from a PDF by a custom AI model created in Microsoft Power Automate. So in reality, it isn't actually located anywhere yet. Once I know the ways in which I can update a existing task (if that is even possible) then I can use Power Automate to get the data into the right location.
Hi Aaron Cook,
you need to create some custom API call to get what you need.
First I would use custom fields for each data you need to populate, if it is only at the project level. If you need to populate both project-side and internal task-side information, you will also need to map them with specific custom item types.
This is because you need to build a model that is based on objective and unique project data.
Once done make some API calls to extract the IDs of the custom fields and/or custom item types: https://developers.wrike.com/api/v4/custom-fields/ and https://developers.wrike.com/api/v4/custom-item-types/, save them, you will need them later.
When you retrieve the data in Power Automate you simply call the project via API (https://developers.wrike.com/api/v4/folders-projects/) and possibly the internal tasks via specific API calls filtering by CIT or Value in Custom Field.
Once you have extracted the IDs of the records (Project, Tasks) to update you can proceed with API calls that update the info you need.
Make it sense for you?