Wrike Integrate - Example recipe that triggers only for new tasks (not for task updates)

Our use case:

A number of our Wrike Integrate recipes are intended to trigger only for new tasks, not when existing tasks are updated. Because Wrike's API & webhooks don't distinguish between new/updated tasks, we need a way to identify when a task is newly created vs. when an existing task has been updated.

Our solution:

We use a Wrike custom text field (available on the Business & Enterprise plans) named Wrike Integrate to identyify new vs. updated tasks. Our Wrike Integrate recipes are configured to trigger only when this custom field is empty/blank, and the first step of each recipe updates the task to add text to this field, which prevents the recipe from firing again on the same task regardless of how many times that task is updated.

To bulletproof this solution and prevent normal Wrike users from manually updating the value in this custom field, the field is shared only with our Wrike Admins.

Example Wrike Integrate recipe:

https://app.workato.com/recipes/1052375?st=f43edd7865093690395c50762181739d0f2489d87ea20f43f9f3382c4ec9900f

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10 commenti

@Laura Boylan

We have been using such method (checkbox field and trigger conditions) for a time, but have since transitioned to a different technique. The main reason - sometimes you may need different recipes to trigger in different order for one and the same task at different times. So I came up the following:

  • For every recipe - exists a dedicated folder where task is tagged if was triggered and trigger conditions check if there is that folder in parent ID list. (to prevent recurrences e.t.c)
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Admin Bot - I like this idea - thanks for sharing!

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Admin Bot

Can you give a sample code of what your Workato recipe looks like? Having a tough time replicating. It gives me an invalid error when I try to get folder ID for the first task to find out if it matches the folder I set up.

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Kevin Tassistro

If you're able to post a screen shot of the exact error you're seeing, I might be able to help here, or Wrike Support can also assist if you prefer to open a private support ticket.

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Kevin Tassistro

if you mean to replicate parent folder check i was talking about earlier.

One of the trigger conditions should look like what you see in the picture below

you check not the "Parent folder ID" because it will only check the first parent

but the whole array. "Parent folder". It is possible if you switch to formula mode and ".join" values of said array

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Admin Bot

Wow! Can't believe I missed that.  I am definitely not a power user and just trying out Wrike Integrate.  It is very powerful to help with day to day operations.  Any way we can exchange contact information and I can ask a few more questions without clogging this thread?

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Laura Boylan Thanks for the offer, but Serhiy fixed it.  

 

My other issue is actually pulling the assignee name so that the supertask will automatically comment to that person.  I can get the comment to apear but it @s the actual USERID and not the person.  Maybe I'll start a new thread for this.

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Kevin Tassistro  Yes, please do open another thread for any issues you're having with your Wrike Integrate recipes, perhaps in the How To (or maybe the API and Developers) section. I'm happy to offer any help I can, and I'm sure there are other users (including Admin Bot) who will gladly offer assistance.

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Kevin Tassistro

I'm not sure I fully understand your process, but it sounds like you may be trying to create a task comment that @mentions the task author, when a new task is created? But you also mention a supertask, so I'm not clear on what you're trying to accomplish. Are you trying to notify the assignee of a parent task, when a new subtask is created?

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Edited this post today to change the links to Workato recipes to support the new sharing mechanism they introduced a while back that broke the older links.

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