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Formula Custom Fields NOT Updating

Amy B

We have many custom fields that are formulas to track financial data for projects.

The issue is that those fields do not always auto-update when values change that impact them. We are constantly having to turn on & off the automatic sum to force Wrike to recalculate. This is incredibly frustrating and leading to incorrect data being communicated to clients and being used in metrics in our dashboards.

It gets even worse if a formula is based on another formula.

When I reached out to Wrike about it, they said "Our engineers are already aware of this situation, and the review shows that resolving this issue would require a major product update and significant engineering effort… while our team does intend to address it eventually, it isn’t on the near-term roadmap, so we don’t have an ETA to share."

Has anyone else noticed this? If so, any fixes or workarounds so we can trust the data?

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Comments

Anna Giacobbe

Hey @Amy B , this is incredibly frustrating. I feel like I had a similar issue where my formula CFs wouldn't update when there were changes. I dug through a few of my tickets and here's some information that I can pull up:

Formula fields should appear as properly and live-updated in Reports (you can likely schedule send reports on whatever cadence you find appropriate)
The issue affected only certain views; Gantt Chart view apparently calculated the values as expected
May be some API solutions that you can explore, but it may require more expertise, effort, etc. to set up

Otherwise, I too was told that manual intervention was the only solution at the moment to ensure accuracy. I got a lot of the same language that was provided to you in terms of expectations of fixes. In the meantime, if your team needs to know when to refresh formulas, you can always run an automation that when one of the values that make up your formula changes, to alert the right folks to make the refresh. Not ideal, but can help with visibility in the meantime.

Upvoting your issue in support!

John_Egleston

@Amy B I agree with you and @Anna Giacobbe and the only thought I have to add is whether an AI agent might execute the refresh, using a similar trigger as you would for an automation. I haven't had a chance to try.

Fabio Bartolini

Unfortunately, there is no automation, API call, or workflow action in Wrike that reliably forces all formula custom fields to recalculate. The manual refresh behavior you've described (such as toggling automatic sums) is the only known way to trigger recalculation in some cases. I mean, talking about my experience.

Sherrie Besecker

Sorry this is big screenshot - I have one that dynamically changes with date fields - translates it to hours - so that I could pair with an Agent to send notifications at certain thresholds. I think if I turned the calculate subitems it'd probably roll it up - so not sure exactly of your use case - but maybe there is something here for ya!

Florian Kislich

Hi Amy B!

The answer of the wrike support sound quite familiar to me, got it twice regarding different issues… 😔

I can't help but express my discomfort about hearing your use case. This is an obvious bug of a published feature, and all they tell you is to find a workaround.

Dear Wrike Team, I really like to encourage you to focus on bugs like this instead of integrating more and more features. Please fix your existing system first!

Florian

jtyler81

That would be incredibly frustrating, especially when financial data is being shared with clients or used for reporting. Formula fields are only valuable if teams can trust that they're current. Hopefully this gets prioritized, because having to manually force recalculations isn't a sustainable long-term solution. Thanks for bringing attention to it and sharing what Support told you.

Rohan V

Hello 👋

First of all, I want to thank each of you for taking the time to help our fellow Community member, Amy B, and for sharing your feedback, workarounds, and thoughts. We genuinely appreciate it 🙏

I’ve shared this post and the discussion with our Product Manager responsible for Custom Fields. If there are any updates or news on this topic, I’ll be sure to share them here 👍