[From Wrike] New Automation Actions: Change More Custom Field Values 😍

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Hi, Community!

Continuing with the recent Automation enhancements, this week we have more great news to share with you: you can now automatically change the value of almost any custom field type in your account! 🤩

Previously, ‘Text’ and ‘Checkbox’ custom field types were supported in Automation actions 🤖, but now the list also includes: ‘Text’, ‘Number’, ‘Multiple select’, ‘Single-select’, ‘Checkbox’, ‘Currency’, and ‘Percent’!

Please note that ‘People’, ‘Date’, and ‘Duration’ fields are not currently supported.

When creating an automation rule, you will find the new options under the “Change custom field” action

By selecting this option, you will be able to choose the relevant custom field and determine how its value should be changed - this option also includes the possibility of removing its current value:

As an example of how you could use these new options, you’d be able to create a rule to automatically change the value of a custom field depending on the status of your task:

You could also automatically change the value of your custom fields in case your tasks are overdue:

The new available actions can also help you calculate important parameters in your account, such as the SPI - Schedule Performance Index. If you are interested in this case, you can learn more about it in this thread

We know many Community members have been suggesting this feature, so please feel free to share your excitement in the comments section 💚

As always, if you have any questions, we are here to help 👍

Juan Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Juan Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

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Комментариев: 11

This has been a long time coming! 👍

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This is a game changer for us!!! HUGE improvement in efficiency and reduction of manual effort.  THANK YOU....

Now... if we could just get date and duration fields to be supported, that would be the next evolution... e.g., 'when task status = completed, change date = today'

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Thank you for your comment Ken Hayes! Please, rest assured that we will keep you updated if there are any changes 👍

Juan Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Juan Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

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Is there a method to make the custom field value equal to the value of another custom field?

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Hello Roger Pennell, welcome to the Community! Thank you for sharing this question with us. In this case it would be necessary to create a rule where the value of the custom field in the action and the value of the trigger would be the same:

I hope this information helps!

Juan Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Juan Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

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Hello,

This feature needs to be expanded upon. Instead of changing a custom field to a hardcoded option, the feature needs to be more dynamic. Below is a scenario for what I am meaning.

Scenario: The goal is to have an automation send a reminder to the assignee of a purchase request ticket that a review of a purchase needs to be completed. 

What's required:

  • Custom Fields
  1. DaysToAdd: Number Field = 7
  2. DaysLeft: Formula = [ReviewDueDate]-Today()
  3. ReviewDueDate: Formula that is a Date Field = [Created Date] + [DaysToAdd]

As the date gets closer to ReviewDueDate, the DaysLeft field will eventually be equal to 0.

The automation needs to be able to read the DaysLeft field, see that it is 0, and then add 7 to DaysToAdd.
The automation then comments to the Assignees that a review is due. Since it added 7 to DaysToAdd, the ReviewDueDate is adjusted to be 7 days from the current day. This keeps repeating until a review is submitted.

Being able to have the automation change custom fields by subtracting, adding, multiplying, etc. using a variable, it opens a world of possibilities. Keep in mind that even this is a workaround for not being able to adjust date custom fields. If we could adjust dates, we could simply add seven days to a date custom field and be done with it.

Thank you!

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Juan Unfortunately, I don't think that is what Roger Pennell is asking. Going back to my previous comment, we need to be able to set custom fields to a variable and not hardcode the custom field. We should be able to say, if Custom Field A = result, then Custom Field B = Custom Field C. Custom Field C could be a constant variable for a certain scenario. This is a simple If Then Else statement, so using a variable shouldn't be that difficult to implement.

The benefits of being able to set a custom field equal to another custom field are endless.

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Hi Jesse Phillips, welcome to the Community! Thank you very much for your detailed feedback, I completely understand the value this option could have. May I please ask you to create a separate Product Feeback post about this suggestion? This way, other users will be able to easily find your idea and upvote it 👍

Also, I'd like to mention that you can visit our New to Community forum to get the most out of your experience with our Community 🙂

If you have any additional questions, please let me know. Looking forward to seeing you more often in our Community 💚

Juan Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Juan Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

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Great news - thanks.  We REALLY need to be able to set dates with this action.  Here's the use case:  

If a single-select "stage" CF changes, then set another (date-time) CF to TODAY()

So we need to determine how long a work item has been in the latest "stage" (represented by a date-time CF)

Any idea when this might see the light of day?  

Thx!

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Thanks Fred Lunau, our team knows about this feedback, but I will of course bump this topic with them 👍

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

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