[Status: Coming Soon...🕑] Search on custom field values

We enter opportunity IDs in custom fields.  These are IDs that are specific to a sales/revenue opportunity and are extremely important for reporting, etc.

I was shocked to find that the search feature in Wrike will not pull up values in custom fields.  This is a critical and necessary change for us to be able to search/find specific OP IDs that we supported for sales.

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If you need another use case, we desperately need this feature as we have address and contact information we are going to integrate into Wrike and being able to search it is the primary function for it. We just finished our deployment phase and our data integration is in the next 60 days or so.  Please let me know if we are going to have it in time.  Thanks Lisa

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Hi again, everyone! The team are researching this suggestion right now, and as I mentioned before, they have plans to work on overall search and potentially custom fields search in 2021. Thank you so much for your feedback and support for the idea 🙌

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In your consideration for this feature, please include using the custom field name as a search command. Similar to the way you can currently use to: and comment:

custom_field_name:seach term

e.g. project_category:podcast

In this example the word podcast might be used repeatedly in many contexts. But by restricting the search to the category field, only projects and tasks that are in that defined category are returned.

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Here are some of the custom fields that we are most interested in (and I assume many others would be as well) :

  1. # and Street or "Address 1" as many would use.
  2. City
  3. State
  4. Zip
  5. Country
  6. Country code
  7. Area code
  8. Phone Number
  9. Business/Company Name
  10. Contact/Name
  11. Position/Title
  12. Customer reference ID
  13. Internal reference ID

I'm surprised that some of these kinds of fields aren't already accounted for in a default Wrike setup to be handled as default header fields in not in line as available default fields with the standard PM fields.  I know Wrike is not a "contact database" by design, so we are having to make spaces to hold this kind of data and then relying on tags.

This works as a customer or 3rd party are actors tied to the project, however, the attribute of the project being a physical location means that it's address data really needs be on that project specifically.  In our case it goes on the "parent" project (again a custom field) and is prone to be duplicated or put on a child project or task instead, unless the user see's the entire project tree in table view.  This means even with the search, we could end up in a sub project or have multiple results, rather than getting just the "parent" back in the results.

All of our projects are externally focused on either a customer or geography (in our case, both) so organizing and searching this specific information is a key function.

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Thanks so much for providing detail on your use-cases, Owen Greenwell, Richard Herzog🙂

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

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Dear followers,

I'm happy to hear that the global search functionality is getting improved: https://help.wrike.com/hc/en-us/community/posts/1500000362042--From-Wrike-s-Product-Team-Your-Feedback-on-Search-

But I'd like to point out that it is already possible to find tasks with specific custom field entries using a filter on the search results, as mentioned in this thread long time ago. I wasn't aware of this feature myself, and it's still tricky for me to find, but it's VERY useful!

You have to click on that small filter icon on the top left-hand corner underneath the search results headline, and then add a custom filed to the filter on the right sidebar. 

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Another use case: we have migrated a previously existing bug database to Wrike. Among the data transferred is the last-modified date from the old system. It would be useful to be able to search these tasks by date range.

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Hi Any Update, I still dont see the ability to search a custom field???? 

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Hi Linda Catalano, in order to filter your search by custom fields, you'd first need to click on the search button and see all results.

When you have the list of your search results please click on the filter icon on the top left-hand corner underneath the search results headline as Florian Kislich mentioned above 😊

When you click on the filter icon you should have filter options available on the right, please add the custom field(s). 

 

 
Let me know if you have any questions or this helps, please 🙋🏻‍♀️

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

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We need the ability to search the Text Custom Field values - i.e. we have a Custom Field for "URL" where our web team tracks the hyperlinks to the page.  If they receive a maintenance request to update a specific web page, they can't just put the URL/hyperlink in the search field Wrike and pull up the task with historical data on that page.  Search does not return values from text custom fields.

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Hi Meredith Selden, thanks so much for sharing your feedback. I've passed it on to our team and I'll be sure to update this thread when I receive more information from the Product team.

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

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Wrike Team, over TWO years in the making, hundred of use-cases, promises promises in AUGUST that by Dec 2020 increased search functionality would be added ... then NOTHING.  This is a real train smash.  CF's are very useful, but only if the data is tangible/usable/searchable.  As mentioned above time and time again, you CAN sort by the field, but when we have 1096 entries for consultant invoice numbers entered, WE MUST be able to "search".

We are DUPLICATING the data in the CF and the description (albeit it look frightfully messy now, just so that .....  [1] so we can search data now, and [2] I'm a real dreamer and see a world with CF search algorithms improved, and no COVID.  Which will come first ?

Why is there such a delay to have this improved, released ?   The "New Experience" really knocked us fo a six, with a massive loss of functionality and GUI, now we will ensure.

 

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Lisa, Hugh are we any closer ?  August 25, 2020 20:03 you advised the development team was starting to look at it.   Has there been any activity in this space to facilitate search for data in CFs from the main search bar ?

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Hey Peter Tisdall! The Product team is currently working on improving the search in Wrike; those improvements should help with the future plans to make it possible to search by custom field values. So the team has plans to work on it in the future, but we don't have a timeline for that yet; the research continues. 

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I echo the sentiment of all that have gone before.....why does it take Wrike development team to develop a seemly vital search function? Can you get this sorted please.

 

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OK, so we have a massive user-following and a buy-in from a great number of people.  All we need now is the backend coders to drop dev on the "nice to haves" and seemingly useful new features, and start work on this Custom field Search element.  Yes we can view the data in a table, and scroll down hundreds, thousands or millions of records to find the CF data element, but wow, what a waste of time.  It's a database after all - no?!

I can already perform wonderful time/date and even costing analysis, calculations on CF, but the most simple of tasks "Search" is not possible.  These "Updates to Wrike Packages" announced on 6th Feb 2022 are lovely, but not important to the larger audience.  Thanks but no thanks.  I do not feel like I am getting any benefit.  A benefit to me would be [1].  To see the CFs searchable, and [2] allow the CFs to be ordered by the user, not the system.  "Date Invoiced" and "Invoice Amount", need to reside next to each other, but alas they are separated by other CFs with a prefix "Daxxx".  I have addressed the sort sequence, in a different thread.  Standby everyone for more use-cases.  And finally, peace and love to everyone in Europe, especially Ukraine.

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Hi Peter Tisdall, thank you for sharing your thoughts and taking the time to give us feedback. I do understand your use case here, and please rest assured that all your feedback is passed on to the team. I'll check with the team for any updates and will let you know👍🏼

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

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Good morning/evening Cansu.  Thank you for taking the time to reply.  After more than two years, many of us feel this is long overdue and our hopes and prayers are going unanswered and ignored.   Again, there are product feature releases that may appear to add value but the over-riding product core features are not developed/improved based on the community votes.  How many more years do you think we will wait and only see "new feature releases" that do not address our core needs?  Over to Wrike team to make it happen.   We are not about re-inventing the back end, but simply applying the SAME SEARCH LOGIC to the CFs.  The CFs have a defined structure [db wise] and attributes for each field, so it cannot be that difficult.  You have a great concept that possibly EVERYONE uses to some extent [my company Before Compliance Pty Ltd use them EXTENSIVELY - even as an invoicing system] but we cannot search for any data.

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Hi everyone, here to share some good news 👀

Our Product Team has been researching this and now it's been added to the roadmap. For that reason, I'm changing the status of this thread to "Coming Soon 🕒 " As soon as we have more updates to share we'll be sure to post them here 🙋🏻‍♀️

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

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Thanks Wrike team Cansu.  This is such a critical development for us.  Wrike is an amazing too due to its CUSTOM FIELDS, but they are rendered useless unless we can report/search on them.   Thanks EVERYONE in the community for pushing this initiative along.  We will all have a better Easter as a result.  Maybe an "EGGcellent" surprise in the new feature releases soon - really soon.  Thank you.  Peter.

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Hi Peter Tisdall, thank you for your continuous support for this suggestion, it's much appreciated 🙌🏼

We'll be updating the thread as we receive updates from the Product team 👍🏼

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

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The filter option isn't working either. I need to search data in custom fields. I used the show all and filtered the specific field that I verified the data is in and it doesn't find it.

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Hi Devora Rodriguez, welcome to the Community, and thank you for posting! May I ask what kind of custom field are you using for the search? 

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

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

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