Custom Fields in Request Forms (Admin Question)

 When setting up a Request Form Is there a way to attach the answer the user selects when filling out the form to auto generate to custom field in the task?

I.e. for a leave request, having a question for "leave start date" with a 'date field type' auto generate to a custom field in the folder it is being sent to with the same field type.

I don't want to send it to the task start and end date, as this is used for the supervisor to approve the leave by.

This will make it easier when generating a report to be able to track individuals start and end date leaves with ease, and not have enter the date in manually. 

4
4 Kommentare
Spot On Innovative Approach Stellar Advice
Avatar
Stephen

Hi Bailey, thanks for your post and happy New Year 🙂

I think the below solution is what you're looking for but please let me know if I've misunderstood your question.

  1. Once you create a date Custom Field, e.g. 'Leave Date', in the Folder or Project where the Request task will be saved, then you can map the response to a Custom Field. See below where I've created this Custom Field as an example:

 

 

2. Now when creating the Request form. Ask the question 'Leave date' and change the destination from 'Description' to the Custom Field you created above. See below:

3. Now, when someone fills out this Request form, the date they choose will map to this date Custom Field with the value they have chosen. See below:


I hope this helps, but again, if I've misunderstood what you're looking for here, please let me know 🙂

 

2
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar
Stephen

Hi Bailey 🙂

I understand your point here - there is no way of knowing if a redirect Folder you choose contains the Custom Field at the point of creating the form. This is good insight and I can see why having this information at the time of building the form would be helpful - it would be great if you could post this idea in our Product Feedback section so our Product Team sees it and other members can vote and discuss it 👍

For now, when building the form and choosing a redirect, you will first need to check that the folder you plan to redirect to, contains the Custom Field.

Just to make sure we're on the same page, here's a quick simplified example.

1. Below I have created a simple Folder structure with "Leave Requests" as the Parent Folder, with a series of Subfolders determining each person. I've also added the Custom Field "Leave Date" and "Type" to the Parent Folders so it's automatically shared with the SubFolders.



2. When creating the form, I map to Custom Fields and redirected them to different Folders.

  • I create the form so that the parent Folder is the main Folder (selected on the right of the form)
  • In question 1, I map to the Date Custom Field "Leave Date".
  • In question 2, I create a dropdown based on the Custom Field "Type" and I add redirects to Folders depending on the answer choosen.

    (I have double checked that all redirect Folders also have these Custom Fields).

Now, when I submit the form, the task lives in both paces: The main Folder "Leave Requests" and the redirected Folder "Debbie". And because the Custom Field is shared with both Folders, the Custom Field values show up in both tasks.

Note: If the Folder "Debbie", was not a Subfolder of "Leave Requests" it would not be automatically shared it's Custom Fields, so I would need to locate the Folder "Debbie" in my Wrike account and add my Custom Field to "Debbie" etc., before creating the form.

I hope this helps! Any questions at all, I'm happy to discuss 🙂

1
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I have found that I am unable to use Custom Fields in questions without assigning to a specific folder at the form level. We use a single form for department-wide requests and assign tasks and folders at the question level. Is this something that can be addressed or reworked?

0
Aktionen für Kommentare Permalink
Spot On Innovative Approach Stellar Advice
Avatar
Hugh

Hi Sean Garcia,

I'd recommend making a post requesting this feature in the Product Feedback section. This way, other Community members will be able to share their support for this suggestion as well.

If you have any other questions, be sure to let me know.

0
Aktionen für Kommentare Permalink

Folllowing List for Post: Custom Fields in Request Forms (Admin Question)
[this list is visible for admins and agents only]

Nach oben
Didn’t find what you were looking for? Write new post