Account admins and Space admins on Business and Enterprise accounts can create request forms. Once a request is published, all users (including collaborators) can use it to submit requests.
⏱ 2 min read
- Important Information
- Make a Request Form Available Externally
- Find a Request Form Link and iFrame HTML-Code
- Customize an Email Confirmation
- Invalidate a Request Form Link
- More Info
Create request forms which people outside of your Wrike account (someone without a Wrike license) can submit.
When you create an external request form:
- 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.
- You can have branded external request forms. The same logo used for a branded workspace is used on external request forms.
- Anyone who fills out a request via the link is required to pass CAPTCHA verification.
- When someone submits a request form they receive an email confirmation letting them know that their request was successfully submitted.
- Requests filled out by non-Wrike users are added to the folder/project designated for that request and their name and email are listed at the top of the resulting task or project.
- Create a request form or open an existing one.
- Check the "Enable public link" box in the upper right-hand corner.
- Uncheck the "Add name and email fields" box to remove the "name" and "email" fields from the request form. People submitting the form will not receive email confirmations about successful submission in this case.
- Uncheck the "Add CAPTCHA" box if you don't want to have CAPTCHA on the form. Note, that disabling this option puts you at risk of spam.
- Click "Publish" (for newly created forms) or "Save" (for existing forms).
You'll see a pop-up with two tabs. The first one contains a link to the request and you can click the arrow icon to either a) open it in a new browser tab for testing, or b) see how the form will look for an external submitter. The second tab of the pop-up contains the iFrame HTML-code that you can use to embed the form into your website.
A link and HTML-code for a request are generated when you publish the request form, however, admins can also access the links and code anytime from the Account Management section.
- Click your profile image in the workspace's upper right-hand corner. 1
- Select “Account Management”. 2
- Click the “Request forms” section in the menu on the right.
- Locate the request form for which you want to copy the link or code.
- Click the permalink icon that appears in the "Access" column. 3
- In the "Form published" window that appears, click the "Copy" button 4 to copy the link to the form.
- Or, switch to the "Embed HTML" tab 5 and click on the "Copy" button to copy the HTML-code.
Wrike Tip! Before copying the HTML-code, you can customize the width and height of the embedded form that will be displayed on your website. To do that, enter the required width and height in pixels in the corresponding fields within the "Form published" window.
You can also find the link and code in the Request form builder:
- Open the request form.
- Make sure that the “Enable public link” box is checked in the “Access settings” section.
- Click the permalink icon to the right of the “Enable public link” checkbox.
The "Form published" window opens and you can copy the link and code as described in Steps 6 and 7 above.
To customize an email confirmation sent to someone who submits a request:
- Click your profile image in the upper-right corner of your workspace.
- Select “Account Management”.
- Click the “Request forms” tab.
- Click "Configure emails" in the upper-right corner.
- In the pop-up:
- Specify the sender's name. It will appear in the "From:" field of the email.
- Modify the opening line, email body, and signature.
- Click "Save".
Note! The email content and sender's name is the same for all external request forms.
If you no longer want people to be able to submit requests using the request form link, you can:
- Open the Request form builder, edit the request, uncheck the box next to "Enable public link", and then click "Save". The request form is still available inside the workspace, but people without access to the workspace can no longer submit requests.
- Delete the request form. If you do this, the request form is no longer available in the workspace or via an external link.