Manage Request Forms (for Admins)

Space admins and account admins on Business and higher accounts can manage Request Forms. Admins on Enterprise accounts may have this right disabled. Once a Request is published, all users (including Collaborators) can use it to submit requests.

• Overview
• Navigate the Request Forms Builder
• Edit Existing Request Forms
• Duplicate a Request Form
• Delete a Request Form
• More Info

Overview

Wrike Requests consist of two parts: (1) the Request Form builder which admins use to create and edit Request Forms and (2) submission forms.

This page provides details on how to manage the existing Request Forms from within Account Management. Read about how to manage Request Forms in Spaces on the Manage Spaces page.

Navigate the Request Forms Builder

1. Click the green plus icon at the top of the Workspace.
2. Select “Request”
3. Click the “Manage Forms” button in the upper-right corner of the Workspace.

On the page that opens you can:

• Create new Request Forms
• Edit existing forms
• Duplicate forms
• Delete Request Forms

🔥Wrike Tip! You can use the search bar in the upper-right corner of the page to look for Request Forms.

For easier navigation click on the column’s name to group your Request Forms according to the information contained within those columns.

Edit Existing Request Forms

1. Click on your profile image in the Workspace's upper right-hand corner.
2. Select "Settings" from the dropdown.
3. Click "Request forms" in the left panel.
4. Select a Request.
5. From here you can:
   • Change which item type is created when users submit Requests: tasks or projects.
   • Change the Request's name.
   • Change the folder/project where items should be created within when a new request is made.
   • Change where folder/project items should be created within when a new request is made.
   • Change the Space which the Request form belongs to.
   • Add or change the status that is applied to tasks created when a form is submitted.
   • Add or change the assignee(s).
   • Add or delete questions.
   • Share or unshare the Request with additional users or groups.
   • Rename an existing question, change where the question’s response is mapped to and set the question as required or optional, add, edit, or delete helper text.
   • Reorder the list options for dropdown or checkbox questions. To do this: hover over an option in the dropdown/checkbox list, click the button that appears on the left-hand side, and then drag and drop that option to the appropriate positioning.
   • For dynamic request forms, change the branching options: add or edit the list of assignees, parent folders, subtasks and subprojects, reset task status and redirect options.
6. Click “Save” to update the Request.

Duplicate a Request Form

1. Click your profile image in the Workspace's upper right-hand corner. 
2. Select "Settings" from the dropdown.
3. Click "Request Forms" in the left panel.
4. Right click the Request you want to duplicate.
5. Click "Duplicate".

A duplicate version of the Request is created as a draft. The new draft:

• Contains all the same fields as the original Request
• Is assigned to the same users (if assignees or owners are designated)
• Retains the same folders, projects, or Spaces that were set for the creation of the submissions made using the form.
• Is set to be visible to "No one in account," so only the creator of the duplicate version can see and edit it. You can change visibility settings before publishing the form.

Delete a Request Form

1. Click your profile image in the Workspace's upper right-hand corner. 
2. Select "Settings" from the dropdown.
3. Click "Request Forms" in the left panel.
4. Right click the name of form you want to delete.
5. Click “Delete”.

Tasks or projects which have already been created via the Request form remain available in the Workspace, but the form can no longer be accessed or used to submit new requests.

More Info

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