Exporting Custom Fields

It would be useful to export custom fields into an Excel doc in the same way we can export users. This would allow us to do an audit of our custom fields, collaborate with those who do not have access the list of custom fields, make notes/add columns, etc. 

Votar a favor 14
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
9 comentários

Hi Ben Thomas, thank you for reaching out and sharing your feedback! 

Can you tell me if you tried using the Custom Field management panel for auditing? 

Lisa Community Team at Wrike Wrike Product Manager Torne-se um especialista em Wrike com o Wrike Discover

Lisa Wrike Team member Torne-se um especialista em Wrike com o Wrike Discover

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

Hi Lisa,

No, this is for managing all custom fields in settings, similarly to how you would navigate to users in settings. While there is an option to export users, there is not an option to export the custom fields. And while you can sort/view the custom fields in Wrike, it would be useful to export to organize and collaborate in an exported Excel of custom fields.

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

Hi Ben Thomas, hope you don't mind me jumping here. Thank you for further clarifying your use case and feedback. I'm passing it on to our team🙋🏻‍♀️

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

Hi All,

Just jumping on this topic. Was this ever resolved? I am interested in extracting all the custom fields I have in Wrike to do some rationalisation work on them.

Thanks,

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

Hi Luke Archer, welcome to the Community. I've created a ticket with our Support Team on your behalf and one of our experts will contact you shortly to assist you with this 👍

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

Has this feature been created yet?

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

Hi Lisa, any updates on this feature? I'd appreciate the ability to quickly export all of our custom fields to recognize what needs to be removed, etc. Thank you.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
 
There haven’t been any new updates regarding the suggestion above. However, if you’d like a report of all the Custom Fields in your account, I can ask a member of our Support Team to get in touch with you. Please let me know if you’re interested. Thank you!

Rohan V Community Team at Wrike Wrike Product Manager Torne-se um especialista em Wrike com o Wrike Discover

Rohan V Wrike Team member Torne-se um especialista em Wrike com o Wrike Discover

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

I agree with previous requests that managing custom fields by a quick export, especially when they grow lengthy, would provide admins a self sufficient solution. Having the ability to export the list for review or reuse would be a much appreciated feature and one that your competitors do not have. Please reconsider. Thank you.

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

Folllowing List for Post: Exporting Custom Fields
[this list is visible for admins and agents only]

Topo

Próximas sessões ao vivo

Não encontrou o que estava procurando? Escreva um novo post