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Request Forms in Wrike

Table 63. Availability - Legacy plans


Overview

Request forms are available in Enterprise and Business accounts.

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 submit a request, Wrike automatically:

  • Creates a task or project. Admins specify which item type should be created when setting up the form.

  • Populates the task or project with information from the request form fields.

  • Adds the task or project to a location.

  • Assigns the task to the designated user(s) or adds an owner to the project (if it was specified by the request creator).

  • Starts an approval process (if specified by the request creator).

Available Question Types

There are seven available field types which you can add to your Request

  • Short answer: one line response field.

  • Paragraph: multi-line response field.

  • Dropdown: dropdown list, users can select one option from the list.

  • Checkboxes: checklist, users can select one or multiple options from the list.

  • Date field: calendar picker, users to select a date.

  • Upload: allows users to upload an attachment.

  • Importance field: allows users to set task importance. (Available only for task Request forms).

  • User: allows users to select an option from the list of all active account users.

    Note

    User questions can't be added to external request forms. If you make a form with such questions external, all User questions will be removed automatically.

In addition to fields, you can add section headers to your Request form to help structure your form.

Use cases

For process owners, requests help simplify your intake workflow and add structure to the request system. For users submitting requests, requests bring clarity to the request process, ensure that requests are added to the appropriate location, and decrease the chances that requests are lost.

Here are a few examples of ways that requests can help your team:

  • For Marketing: Create requests for creative materials, blog posts, or one-pagers.

  • For IT: Create requests for new hardware, to report software problems, or ask for access to company software.

  • For Human Resources: Create requests for new hire desk setup, new job postings, or candidate referrals.

  • For Developers: Create requests for bug reports, new product features, or technical help.

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