Custom fields automation: if task created in folder X than custom field Y = Z

Hi everyone

 

I like wrike: the customization possible with custom fields are amazing.

But without automation these become an incredbily tedious and time consuming activity.

Example: we deployed wrike to three interlinked teams, where team A receives external requests and goes through them sorting them in classes some of which require intervention of team B. If that's the case, team A opens a request to team B. Team C handle projects, assignining activities to team B.

Team B receives requests from Team A and from Team C and also has internal activities as well as administration ones.

So team A has the need to classify it's own tasks (and thanks to this https://help.wrike.com/hc/en-us/community/posts/360014405173/comments/360001486514 I now know how to automate this)

Team B get its activities directly created by teams A and C, plus has its own, so it doesn't use custom forms and has the need to automate fields. These fields could be linked to folders, and this would be a great help! but they are not. Also check the inheritance issue described here https://help.wrike.com/hc/en-us/community/posts/360018897394--Status-Backburner-Cascade-Custom-Field-Value-from-Folders-Projects-to-Sub-Projects-Folders-Tasks )

Team C also has activities and could use the same automation of team B

 

So in complex deployments I see that Wrike is silently requiring use of custom forms to keep the internal administration low, but that is not always the best solution. When teams become good at administrating tasks, then going through custom forms seems an excessive requirement on these teams

 

Moreover there is the concept of mixed types of activities for a single team: a team will almost always handle different types of activities, including internal ones. Having to quantify and track the workload per team member and per team without classification is not useful, and to classify you need additional attributes (custom fields) but then keeping them all manually aligned? big headache

In essence I would love to see at least a property of folders to automatically set certain custom fields, or custom fields that inherit the folder type, or something similar. This is something you would do with an ifttt: "if task created in folder X than custom fields Y = Z"  and of course more than one need to be possible at the same time

What do you think? would this be useful for more people?

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Комментариев: 6

This would be tremendous if we could accomplish this. Right now, I go back and manually add the custom fields at the end of each month by sorting them into a report. It's quite tedious since there isn't a way to mass edit a custom field. But to your point, it would be great if a task inherited certain custom fields based on the folder or project it was placed in.

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Cody UlmClaudio Carbone

I posted a solution for this need via Wrike Integrate (Wrike's alternative to IFTTT) yesterday, where new tasks created within a project/folder can inherit a custom field value from the project/folder. See the full post at https://help.wrike.com/hc/en-us/community/posts/360039414333.

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Hi Laura

Thank you, I had a look and it is indeed interesting.

I didn't know about Wrike Integrate, I will ask my sales manager.

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Hugh

Hey Laura Boylan, thank you for your Wrike Integrate solution! And thank you, Claudio Carbone and Cody Ulm for your feedback.

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Hi Laura Boylan, I'm trying to do something similar to what you did, I just want to automatically set a custom field when adding a task to a specific folder, but I'm having trouble trying to understand what Workato is and even what Wrike Integrate really is:

- The Wrike Integrate website (https://www.wrike.com/add-on-wrike-integrate/) says you can write "Wrike to Wrike" automations so I was expecting this could be done without using an external app;

- you said the requirements were Wrike Business/Enterprise and Wrike Integrate, didn't mention Workato which added to my confusion from last point;

- According to the Workato webpage, it's a paid service.

So I guess what I want to know is, do I also need to pay for Workato?

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Hi Roberto Caldas, welcome to the Community! 🤗

I've raised your question with our Support team, and I can see that my colleague reached out to you about this via email 👍

Please let me know if I can help you with anything else! 

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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