[From Wrike] Auto-update Mapped Custom Fields Options in Request Forms ✅

固定された投稿 注目の投稿

Hello, Community!

Many of you are using request forms and custom fields together - combined, they provide the perfect option to gather important information for your team and easily add it into tasks or projects. 

This week, the integration became even more efficient! 🤩 Now, the request form options based on a custom field are automatically updated when the custom field is edited! 💪 Please, note that in case of adding an action to the custom field options in the form, the auto-update will not be triggered.

Before, when a custom field was edited, it was necessary to access the request form where they were being used to update the available options. With this new enhancement, you don’t need to worry about this step anymore because the system does it for you 😁

📍 How it works

The auto-updating takes place when you:

  • Change the name of the custom field (applies to all custom field types).
  • Change the order of the options in single select or multi-select custom fields.
  • Add new options to the custom fields.

For example, when you use a single select custom field in a request form, users can choose from the available options specified in the custom field.

Custom field setting:


Options in the request form:


By editing the options in the custom field settings, now the changes will be automatically reflected in the request form.

Custom field settings:


Request form options:



📍 Share your feedback!

We know that many of you have been interested in this option, so please feel free to share your excitement in the comments below! 👂

Also, please don’t hesitate to let us know if you have any questions, we will be happy to help!

Juan Community Team at Wrike Wrike Product Manager Learn about Wrike’s killer features and best practices with our Online Training Webinars

Juan Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars

25
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
7件のコメント

Thank you so much!!! This is game changing for us! We have a Wrike admin who does this (among other things) and just keeping the custom fields in our hundreds of forms current has been one of his most time-consuming tasks -- a never-ending job. This will free up so much of his time to do other more creative projects like automations and analytics! Thank youuuuuuuuu!

3
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

This is a big win, thank you so much! 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Michelle Allison Chase happy to see you are already enjoying this enhancement! 😁

Juan Community Team at Wrike Wrike Product Manager Learn about Wrike’s killer features and best practices with our Online Training Webinars

Juan Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Great!  Has this been released yet?  I just tried it and I still have to update the request forms manually.  Thanks!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Nolan Bachman, thank you for bringing this to us. Yes, this enhancement has been released, I have opened a ticket with our Support Team so our agents can investigate your case, and you will be contacted very soon 👍

Juan Community Team at Wrike Wrike Product Manager Learn about Wrike’s killer features and best practices with our Online Training Webinars

Juan Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

This is MAJOR! I'm going to test this out today.

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Hi James Echols, welcome to the Community! I'm glad to see you like the news 😎 Please, do let us know if you have any questions about this feature.
 
Also, feel free to check our New to Community forum to discover all the resources you can find in our Community 🙂

Juan Community Team at Wrike Wrike Product Manager Learn about Wrike’s killer features and best practices with our Online Training Webinars

Juan Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: [From Wrike] Auto-update Mapped Custom Fields Options in Request Forms ✅
[this list is visible for admins and agents only]

トップ
Didn’t find what you were looking for? Write new post