[From Wrike] Mass Edit Custom Field Values in Table View 📢

Hi Community! 👋

We are very excited to announce the enhancement that many Wrike users have been looking forward to - Custom Field values mass editing in the Table VIew! 🎉

You can now mass edit cells in the Table view by dragging the needed value (or values) per column.

Here’s how to do it:

Click the cell in a column you want to fill in. To select several cells in one column, hold your mouse button and drag the cursor down the column, selecting cells as you go. Release your mouse button when you're done.
Click the small square icon in the right corner of the cell(s).
Hold your mouse button and drag the cursor to the needed cell.

For more info on this, check out our Help Center 📌

Your feedback is very welcome - please let us know what you think below 👇

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Comments

Toby Morey

Exactly what I needed for the first time ever yesterday and was thinking of putting in a request. Well timed! ;-)

Firas F Saab

Game Changer 😱😱👏

Melissa Jones

😍😍😍

Andrea Bonk

@Elizaveta Bogdanova Is this feature available in reports?

Elizaveta Bogdanova

Hey everyone, so happy to hear you're happy! 😍

@Andrea Bonk For now, it's only the Table View.

Michelle Flemming

This is great news!! Thank you thank you!

Permanently deleted user

Hey @Michelle Flemming, glad to hear you're happy! 😄

Jose Ricce

Definitely a game changer 👍

Florian Kislich

well done!!! 👌

Permanently deleted user

Hi @Jose Ricce and @Florian Kislich, glad to hear the positive feedback! It's been passed on to the team.

Al Sape

Hi guys,

I have the need to update fields that are disparate in my table view, ie not next to each other. Generally it's a level of subtasks down in the hierarchy. So I don't want to drag n drop through higher-level tasks and have them pick up the same value.

I can hand-select without issue in the List view to allow for this situation, but in that view I can't update custom fields.

Do you have any idea on how I could accomplish this?

Thanks!

Permanently deleted user

Hi @Al Sape!

Whenever you mass-edit cells in Table View, these cells are then highlighted and can be copied and pasted. You could drag through the first few, copy the cells when you reach one you don't want to edit, and then paste it into the next one you do and continue mass editing.

Let me know if this helped! If you have any other questions, be sure to let me know.

Holly Paulsen

I've noticed that if I want to delete values in Table view, I have to double click into the individual cells in order to clear it out. So there doesn't seem to be a way to mass delete. Highlighting a cell (whether one or multiple) and using the Delete key does nothing. Can this functionality be added? Deleting values in multiple rows could be time consuming, since each one would have to be done individually.

Elizaveta Bogdanova

Thanks a lot for sharing your feedback with us, @Holly Paulsen! I'm passing it on to the team 🙌

Cammille Powell

Awesome!

Elizaveta Bogdanova

@Cammille Powell 😊 🎉

Michele Mason

This table feature is helpful in changing or deleting values from custom fields in the table. I have found that I can highlight the cell, delete the contents and then click and drag the plus sign down (essentially copying an empty or deleted cell) to also "delete" the contents of the following cells in the column. All good. Except that, we have 5000 rows of personal data (contact info) that needs to be deleted from the custom fields. The drag option on the table only works on up to 300 rows at a time.

As a global company, we are required to adhere to international GDPR standards, which means that we must be able to delete contact information (name, email, etc.) of our requestors after 3 years. When you have thousands of entries, we need a fast and easy way to wipe out the values in these custom fields. Deleting the entire field will not work, as we use those fields on every request going forward.

I would like to see the capability to click and drag the field changes on more than 300 rows.

Thanks!

Florian Kislich

Hello Michele Mason,

I'd like to point out that deleting the values of custom field's woun't meet any data privacy requirements, as every single entry is stored by wrike's (powerful and fantastic) backup system and can be restored easily by clicking on the icon in the single task view.

Florian

Michele Mason

Thanks, Florian - yes, I understand that the data is backed up and could be restored; however, removing it from our general user view is our goal - so it will not show in reports, etc. Most of our users will not be looking at or editing tasks from 2018. I guess I'm a little surprised that Wrike hasn't addressed data privacy issues for global organizations that are required to abide by GDPR and other regulations. Or, if there is a way to permanently remove the personal data, I have not gotten that information from Wrike support. Perhaps we need to remove the entire task and archive the data elsewhere for legal document retention policies.

Cansu Yetisgin

Hello @Michele Mason, thank you for your feedback here, we do understand your concerns. I'd kindly suggest you create a separate Product feedback post for this so that our Community members could weigh in and upvote.

Thank you, @Florian Kislich for pitching in!

Babak ESKINI (FDR)

This alternative way to mass update is incredibly painful and time consuming.

feature suggestion (1): allow us to copy and paste table selections in Excel into Wrike's Table views, making sure the sorting order is the same

feature suggestion (2) : allow update from importing files using the key ID

For now, the lack of mass update feature on fields, including the effort and time spent, is one of the reasons why we might not renew our trust in Wrike.

Cansu Yetisgin

Hello @Babak ESKINI (FDR), thank you for taking the time to share your feedback. I'd kindly suggest you as well to create a separate Product feedback post for this so that our Community members could weigh in and upvote. Please let me know if you have any questions🙋🏻‍♀️

Roxane Carrier

@Elizaveta Bogdanova any news in regards of ability to delete/clear value without having to double-click in the cell?

Elizaveta Bogdanova

Hi @Roxane Carrier! I don't have any updates in relation to that at the moment.

Colleen Schmidt

Hello, I came across this "mass edit" thread when investigating how to duplicate information in custom fields, which helped, but brought me to think if there was a more automatic way. Is there a way that Wrike can "waterfall" data entered in the custom fields from Folders to the Projects, Tasks, etc? I understand not wanting to waterfall this information every time, but is there a "switch" that can be flipped for specific folders to waterfall information in the custom fields? Or an Automation rule perhaps?

Juan Muttoni

Hello @Colleen Schmidt, thank you for chiming in! Currently, you can use the rollups to achieve something similar to what you are describing.

About your suggestion involving an automation rule, it is actually possible to change a custom field value based on the trigger "Custom fields changes".

Please, let us know if you have any additional questions!

Colleen Schmidt

Hi Juan, thank you. After reading through some instructions it seems that the roll up feature only works on fields with Number, Percent, Currency, or Duration types. I am also looking to apply this automation rule to Folders that contain multiple projects. IE - I have a Purchase Order # custom field that I would like to either roll up from Projects to the Folder they appear in, or from the Folder down to Projects, and this field is a text type custom fields. Could you please advise on how I might be able to accomplish this since in the section for "Apply rule to" my only options are Projects or Tasks?

Sergey Lyakh

If I have to change a value that causes the items to no longer be included in the filter, this method does not work, because as soon as you change one - it disappears. Is there a way to select a bunch of items first, and then change their field?

Rohan V

Hi @Sergey Lyakh 👋 Thank you for reaching out. You can try a workaround with a temporary custom field:

Create a Temporary Field: Add a temporary custom field (e.g., text) and fill it with a placeholder value (e.g., "Blank") for the items you want to change.
Filter by Temporary Field: Adjust your table filters to show only items with the placeholder, ensuring they remain visible when you change the original field value.
Make Changes: Update the original field value (e.g., set to "0") for all filtered items. They will stay visible due to the temporary filter.
Remove the Temporary Field: Once you've made all necessary changes, you can remove the temporary field if it's no longer needed.

I hope this helps!

Sergey Lyakh

Hi @Rohan V, thank you for that workaround. While it's great and I'll keep it in mind for the specific use case of a single change to a very large number of items, usually the problem is encountered on a much smaller scale, where this workaround would be far more inconvenient than simply changing the items one-by-one.

I found that when you select items (in a table view), new buttons appear at the top, allowing you to change in bulk the Status, Assignee, Start & Due Dates, Location, and Item Type:

I thought I saw additional functionality somewhere, where you select multiple items and a side bar appears allowing you to change various fields in bulk. But I don't know where in Wrike I saw that. Ideas?

Thank you.