Updating linked database of custom field
How can you update the link of a custom field to a different datahub database?
Use Case: We get updated financial information for all of our projects on a monthly basis. Rather than having the PMs manually enter that information into custom fields each month, I was looking to set up a database within the datahub to import one csv file including the updated information for all projects so that it updates the custom fields automatically. However, I'm unable to override the existing database data--only able to add a new database. I tried going back to the custom field to try and change the settings to link to a different database, but the linked database dropdown is not editable, preventing you from updating link to a different database.
Is there a different/better way of accomplishing what I'm trying to do or are we stuck with manual entry?
I follow...
I'm not pretty sure if it works, but you can do it by using Wrike Analyze and 2 DB in DataHub (Storage and Updates)
1. Upload a new csv in a Updates DB
2. With Analyze read all rows in Updates DB and if a value is found also in Storage DB then copy values else, if a value are not present you can create a new row
Make sense for you?
Hi Justin Clark, thanks for your question! Our team are aware of the limitation and working on a solution.
Marco Bottaro Community Team at Wrike Wrike Product Manager Wrike Discover で Wrike のエキスパートになろう
Marco Bottaro Wrike Team member Wrike Discover で Wrike のエキスパートになろう