External Request Forms
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:
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Users within your account can also use the request (unless you choose not to make it visible to them).
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Anyone with a link to the request form can fill it out and submit it.
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Wrike Bot appears as the author of the item created from the Request form, unlike with internal Request forms, where the original submitter is seen.
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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.
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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 that can be sent via external request forms. For paid accounts, the limit is 500 requests per 10 minutes. For trial accounts, the limit is 20 requests per 10 minutes.
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Navigate to the request form builder for the relevant form.
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In the left-hand panel, check the box next to Enable public link 1.
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When the Require respondent’s name and email 2 option is checked, a Contact info page 3 appears on the first page of the form.
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You can customize the names and description of the Name 4 and Email 5 questions according to your needs.
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You can also save the answer of these questions as custom fields by:
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Clicking the dropdown menu next to the Add answer to option.
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Enabling the custom field where you want the answer to be saved.
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Check the box before the Add Captcha 6 option to enable it.
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Click Publish for newly created forms or Save for existing forms 7.
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If you publish a new form, you'll see a pop-up with two tabs. You can:
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Copy the link to the published external form 8.
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Copy the iFrame HTML code that you can use to embed the form onto your website 9
You can access and copy these links later at any time.
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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.