Create a Request Form (for Admins)

Account admins and Space admins on Business and Enterprise accounts can create 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.

⏱ 5 min read

• Overview
• Create a Request Form
• Map Responses
• Multipage Requests
• Duplicate Existing Tasks, Projects, or Blueprints from a Request
• Form Builder: Response Mapping Options
• Form Builder: Available Question Types
• More Info

Overview

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

This page covers the Form creation process in detail, for information on submitting forms see our Wrike Requests page.

Create a Request Form

The steps listed below work for Account admins only. Space admins can create here.

Step 1: Access the Request Form Builder

1. Click the green plus sign in the Workspace’s upper left-hand corner. 1
2. Select “Request”.
3. Click “Manage Forms”. 2

Step 2: Enter Required Information

1. Click “+ New form”.
2. Enter a name for your Request form (required).
3. Select a Space to which the Request Form should belong to.
4. Decide who should see your Request: everyone, selected users and groups, or no one within the account.
5. Select what item type should be created when a request is submitted: a new Task, a duplicate of an existing Task, a new Project, a duplicate of an existing Project or duplicate a Task or Project from Blueprint. 1
6. Click “Select Folder” 2 and select the Folder, Project or Space where items created via form submission should be added (optional)*.
7. Select a status for the task that will be created after form submission 3 (optional)**.
8. Choose an owner or assignee 4 (optional).
9. Make the form available to non-Wrike users (optional). Check the box next to “Enable public link”, if you want people outside of your account to submit Requests. 5

* If you do not choose anything at this step, the task/project created via form submission will be put in the “Shared with me” folder.

** This option is available in all accounts when create/duplicate tasks is selected. It is also available for creating/duplicating projects in accounts with project custom workflows. If you do not select a status, tasks created via request submission will have the first active status of the workflow applied to the folder, project or Space where they are created.

Step 3: Add Questions

1. Click “+ Question”. 6
2. Choose the type of field (question) you want to add: short answer, paragraph, dropdown, checkboxes, number, date, file attachments, or importance*.
3. Enter a question.
4. Map responses. Mapping responses tells Wrike where to display the responses entered in that field. More details about mapping responses below.
5. Set up branching to make your request form dynamic.
6. Use the "Helper text" field to add additional information about the question (optional). This information is visible to requesters but won't appear on the resulting task or Project. 

*The importance field is only available for task Requests not Project Requests.

Step 4: Publish or Save the Request Form

• Click “Publish” to publish the Request and make it available in the Workspace. Once a Request is published all users who the Request is shared with can see it in the Workspace.
• Click “Save” to save the Request as it is but keep it private. Only admins can see Requests that are saved in a draft stage, they are not visible in the Workspace.

All published and saved Requests are visible to admins on the “Request forms” tab of Account Management.

Map Responses

Map to Title, Description, Custom Fields, and Start/End Date

Check the table below to see what you can map to and when.

1. Add a question.
2. The question is mapped to “Description” by default (unless it's an attachment or importance-type question).
3. Click “Description” to see other mapping options.
4. Choose the appropriate option.

Map to Attachments and Importance

File attachment and importance type questions are mapped to attachment and importance fields respectively and those mapping options cannot be changed.

Multipage Request Forms

Create Request forms with multiple pages in order to

• Break up questions on your form by section or add clarity.
• Add follow-up questions. Set up your form so that if a user selects a specific answer to a question, they are then redirected to a specific page on the form.

Continue adding additional pages and forms until your Request is complete.

Add a Page

1. Scroll to the bottom of the Request form.
2. Click "Add page".

Delete a Page

1. Click the menu icon at the top of a new page (to the right of the page number).
2. Select "Delete". 

Reorder and Merge Pages

1. Click the menu icon at the top of a new page (to the right of the page number). 
2. Select "Move up" or "Move down" to change the page's order in the form.  
3. Select "Merge with previous page" to merge two pages into one. 

Duplicate Existing Tasks, Projects, or Blueprints from a Request

1. Click your profile image in the upper right-hand corner of your Workspace.
2. Select "Settings" from the dropdown.
3. Click "Request forms" in the left panel and click on the request form you want to add a prefix to.
4. Under “Actions upon submission”, select "Duplicate Project"/”Duplicate Task”. 1
5. Click "Add a prefix for all tasks and subfolders". 2
6. Choose "Select a question" and select one question from the Request form. 3

When someone submits the form, the answer they provide to the question designated for setting the prefix is added to the title of the newly created task or, if it’s a Project, to its title and all items within. Please note, Request submitters must answer the question in order for a prefix to be added.

Form Builder: Response Mapping Options

When you map responses, you're telling Wrike where in the task/Project an answer should be displayed. For example, if you add a short answer field and map it to the title, then responses in that field are used as the task or Project's title. 

Important notes:

• If nothing is mapped to the title then the title is: the task or Project id followed by the Request form's name. For example, a task submitted using the Marketing Request form would be: 58672: Marketing Request.
• If multiple responses are mapped to the title, then responses are separated by a “-” in the title.
• *In order to map to a Custom Field, the following must be true: 1) A Folder/Project for items to be created in must be specified in the right-hand panel in the "Place task/Project into" field 2) the Custom Field you want to map to exists on that Folder/Project. 

Form Builder: Available Question Types

There are seven available field types which you can add to your Request

• Short answer: one line response field.
• Paragraph: multi-line response field.
• Dropdown: dropdown list, users can select one option from the list.
• Checkboxes: checklist, users can select one or multiple options from the list.
• Date field: calendar picker, users to select a date.
• Upload: allows users to upload an attachment. 
• Importance field: allows users to set task importance. (Available only for task Request forms).
• User: allows users to select an option from the list of all active account users. User questions can't be added to external request forms. If you make a form with such questions external, all User questions will be removed automatically.

In addition to fields, you can add section headers to your Request form to help structure your form. 

More Info

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