Intelligent Request Forms
We have new challenges to overcome since we've been using Wrike for several months now, and I am at a loss for what to do!
We have a continuously updated spreadsheet that has around 200 entries that will say, for example,
A1: 'Barbie' A2: 'T-shirts, jeans, sweaters' A3: 'Mugs, jewellery, stationery, kitchenware'
B1: 'Minions' B2: 'T-shirts, jeans, nightwear' B3: 'Mugs, caps, stationery, kitchenware'
C1: 'Batman' C2: 'T-shirts, jeans, hoodies' C3: 'Mugs, stationery, pet accessories'
And we have over 200 of these various rows with various item types. One challenge we're facing is that Sales have been asking 'When I select Barbie, can I only see the items, mugs, jewellery, stationery, kitchenware, and nothing that isn't in that list, such as pet accessories?' And right now that only seems possible if I manually input secondary options in a request form with the custom item types. That will take me forever.
So Sales will select 'Barbie' and copy and paste cell A3 because they're limited on time, they want as many products as possible, but as designers, we don't need to design for all 4 products, just 2. That information would only come to light after the designer has checked with sales what's needed, and if that step isn't taken, there would be more work than necessary.
In request forms, you can only single select, or multiple select with no limitation, so this challenge could be controlled by only having a maximum of, say, 3 item types being allowed to be selected, but Wrike doesn't have a maximum selection amount.
Attached is what our tasks look like after a request form, there are no limitations or safeguards in place which then causes comments like the one attached, asking for further information, and saying we can't do X and Y for Z. I have access to AI in workflows if that would help, but I can't think of any solution by myself, so thank you in advance!
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