🌈 Releases - What's New in Wrike, Color-coding for Custom Fields and New Actions and Triggers for Wrike's Automation! (07/17/2023)

Announcements

The latest edition of our monthly What's New in Wrike video and digest for the month of June is here! 🎉 This edition is packed with updates on the New Table view, Item view, Wrike Lightspeed navigation, Blueprints, and much more! ✨
 
Head to this Community post for the details!

Feature Updates

- We've now introduced the "Change custom field" action, which lets you switch up the value of a custom field when a rule is triggered. Right now, only checkbox-type fields are available in the action so you can set the field to Checked or Unchecked via automation. Don't worry, we've got plans to add other custom field types soon. So, stay tuned!
-But wait, there's more! We've also loaded up our Automation with a bunch of new triggers: Due date changed, Start date changed, Duration changed, Importance changed, Title changed, Description changed. You can also choose when to action the triggers: if a value has been added, removed or changed. Combined with the option to add conditions, the new possibilities opened by these enhancements are a total game-changer! 
Check out more details in this Community post.
Color-coding is now available in single- and multiple-select Custom Fields 🤩 Simply start creating a new custom field (or edit the existing one), enable the Colors toggle and voila! You've got a rainbow of options right next to the option name.
Just a heads up, this update is ready for all accounts with access to custom fields using the updated Wrike Lightspeed platform (in the new Table view, new Board view, and Item view). Learn more in this post.
 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

20
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
15 comentários

Automation in Wrike has always been one of it's most powerful tools and it's so awesome to see the power grow exponentially with the release of each new trigger and action option (and the addition of conditions awhile back).

Great job Wrike Product Team, looking forward to the support for more Custom Field data types in automation Actions soon.

4
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I'm in love with the color-coded custom field feature! Already using this for a new Space/company initiative.

My only concern is that it doesn't automatically update existing Table views, only newly created views. For example, there's a multiple-select custom field we've been using for for about two years now that I attached colors to the day the new feature was released, however none of our Table views are updating with the pretty new colors. As a test, I created a new Table view, added the custom field and BAM - pretty colors! If I hide and re-add the custom field to the existing Table we use, it still doesn't populate with the color-coded fields. Is there an easy solution to activating it so I don't have to recreate the Table views we use? Thanks!

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

I created a custom field to play with the new color feature and then went to see if I could automate it. I was making myself crazy trying to figure out why my new single select list wasn't showing up on the automation when I tried to select it. So glad to see that it only allows for checked/unchecked fields. I didn't realize how brand-new the feature was! 
Thanks! I really like the new colors, new automation, and new more/less view of fields. I will play with it for a while, but I'm glad to have them hidden for now!

 

 

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

Big thanks for your feedback, folks 💚 We're so glad you enjoy these updates!

Daisy Hibbard It should be working with the New Table view only, not in the old tables. 

 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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

Lisa

on automations we miss a condition on the user that preformed the change. I can then use it so I don't get a mention when I preform the action myself but I will get a mention if a other does. I use this because projectmanager may change to different job roles but not to assginees without a planner to check if the user is available

For example:

 "When assignee changes to user1,user2 and NOT changed by user Jacco add comment and mention ..."  if a NOT statement is complex it would also work for us I just have to select every user that is not me.

4
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Yes, as Jacco mentioned !

an additional NOT - check box would allow much much  more options !

:-)

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Lisa Juan We discussed it with the team and what we miss on the new trigger is a OR function

So for example "Start date changes OR Due date changes OR Duration changes" then

we can now accomplish what we want by making 3 different automation but like I send before we miss the 'editor' condition. So we want a comment/mention when a certain employee triggert this automation or NOT a certain employee.

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thank you for your feedback and additional suggestions! We'll keep you posted on any new updates for automation 🙌

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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

It would be great if at account-level automation you could apply automation to custom item types (outside of just project and tasks) as it is in space-level automation. Seems to be missing.

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

Please incorporate automation in custom fields different than text!

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

Thank you for letting us know your ideas, folks, we really appreciate your feedback. 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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

Juan Lisa

There have been some improvements to the automations and we checked them out to see if we can use some new automation or improve excisting. But we (@ Martin Kok) still miss the features:

  • NOT and OR function.
  • we miss a condition on the user that preformed the change
  • we miss a link of follow number on what automation preformed the action (so we can track/find the correct automation in case we want to change it)

We hope these are features you consider to implement. Please let us know

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

Hi Jacco Stam, thank you for your comments. May I kindly ask you to elaborate on the second and third suggestions you mention so we can better understand your use case?

Thank you!

Juan Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

Juan Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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

Hi Juan For example we would like to send a mention when someone changed the start date OR due date OR duration and the user that preformed the action was NOT Martin OR.... Now we get the mention that planning has changed if we do preform the changes our selfs.

Regarding the third suggestion see screenshot example in red texts below:

 

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

Hi Jacco Stam, I perfectly understand your suggestion now, thank you very much for the additional details, I've passed your comment on to our Product Team 👍

Juan Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

Juan Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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

Folllowing List for Post: 🌈 Releases - What's New in Wrike, Color-coding for Custom Fields and New Actions and Triggers for Wrike's Automation! (07/17/2023)
[this list is visible for admins and agents only]

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