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External Request Forms

Table 101. Availability - Legacy plans


Overview

Space admins can manage request forms in their spaces. Account admins and owners can manage account-level request forms. On Enterprise accounts, this right can be revoked from account admins.

Requests in Wrike consist of two parts: the request form builder, which admins use to create and manage request forms, and submission forms, which allow all users and (optionally) non-Wrike users to submit requests.

When you make a request form external:

  • Users within your account can also use the request (unless you choose not to make it visible to them).

  • Anyone with a link to the request form can fill it out and submit it.

  • A unique HTML code snippet for the created form is generated, which can be copied and pasted into one of your website pages, thus embedding the form. This will allow your website visitors to see and submit the form directly from the site.

  • Any logo you've used for a branded workspace will be included in your external request form.

Note

There is a limit to the number of requests which can be sent via external request forms. For paid accounts, the limit is 500 requests per 10 minutes. For Trial accounts, the limit is significantly lower — 20 requests per 10 minutes.

Make a request form external

Requesst_forms-External_forms.png
  1. Navigate to the request form builder for the relevant form.

  2. In the left-hand panel, check the box next to Enable public link. 1

  3. By default Add name and email fields 2 is enabled to ensure that you receive the names and emails of respondents. Name and emails are listed at the top of the task or project created. Uncheck to disable.

  4. By default Add CAPTCHA 2 is enabled, and respondents are required to pass the CAPTCHA verification. Uncheck to disable. Note that disabling this option puts you at risk of spam.

  5. Click Publish for newly created forms or Save for existing forms. 3

  6. If you publish a new form, you'll see a pop-up with two tabs. You can:

    • Copy the link to the published external form. 4

    • Copy the iFrame HTML code that you can use to embed the form onto your website. 5

    You can access and copy these links later at any time.

Note

Provided that the Add name and email fields option is enabled, when someone submits a request form they receive an email confirmation letting them know that their request was successfully submitted. This email can be customized.

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