Hello, I have two requested features:
- Custom field formulas as automation triggers
- Using variables in automation
I would like to be able to trigger an automation based on a custom field that has a formula. In addition, I would like automations to be able to use custom fields to change other custom fields. Essentially, using a custom field as a variable. As far as I know, there is no way to do this.
Examples below: I tried to make this readable using bullet points, but the message box would not let me tab to a lower tier bullet point.
Scenario 1
- I manage a space that consists of purchase requests. There is a requirement that we must review the quality of all purchases.
What I want to accomplish
- When I see that we received the items, it would be great if I could check a checkbox and Wrike will then start a quality review process. Wrike will immediately send a message to the assigned quality reviewer and every seven days after until the quality reviewer confirms the quality.
How this feature would help
- The automation will set a custom field's date to today plus seven days. The seven days would be an integer that is held in another hidden custom field. That way we can freely change the number of days as needed.ย
- When the custom field date passes, the automation will send a reminder email, add the hidden custom field integer to the current date, and start the process over.
- This would be handled with around one or two rules.
Scenario 2
- The requester of a purchase request selects a priority level for the ticket. Using a rule for each priority level, Wrike then changes a custom field that is an integer to a number that represents the days allotted for each priority level. A custom field date, Purchase By Date, consists of a formula that takes the now changed integer custom field and adds the number to the start date of the ticket. This results in a date that describes when the products of the ticket should be purchased by.
What I want to accomplish
- When the Purchase By date passes, send an email to the requester if the products on the purchase request have not been purchased.
How this feature would help
- This one is simple; it would help by sending the requester a message when the date passes. Currently, I cannot select this Purchase By Date when creating an automation trigger, because the custom field is a formula that adds an integer to the Start Date of the ticket.
I can keep going and write a book about all the implementations I can create using these two features or even just the one using custom field formulas as a trigger. I know this is a wall of text, but I wanted to show the benefits of this.
Thank you,
Jesse Phillips
