Win a Wrike Discover Silver Certification valued at $299!

Help us to ensure you're getting the most out of Wrike by completing this short survey about your specific needs and you'll be in with a chance to win!*

Terms and Conditions

Close window Take the survey
All articles

Conditional Assignees and Project Owners in Request Forms

Table 99. Availability - Legacy plans


Overview

Account admins and Space admins on Business and Enterprise accounts can create request forms.

You can create dynamic request forms that include different questions and change the attributes of the task or project they create based on the answers given.

Add conditional assignees and project owners

Add an additional assignee or project owner to your form when a specific drop-down answer, checkbox, or importance option is selected.

Note

Assignees can only be added to request forms that will create or duplicate tasks. Owners can only be added when a project will be created or duplicated.

Conditional_Assignees_and_Project_Owners_in_Request_Forms-Add_conditional_assignees_and_project_owners.png
  1. Navigate to the request form builder for the relevant form.

  2. Add a drop-down type question.

  3. Add all the necessary response options.

  4. Hover over a response option and select the branching icon on the right 1.

  5. Select Add assignee or Add project owner from the dropdown 2.

  6. From the list of users that appears, select the user you want to assign as a project owner 3. If you don't see the user in the list, start typing their name.

  7. Click + and add more users, if required.

Click the Add action button to add other conditional branching actions to the same answer option if necessary (i.e., creating an approval). When you’re finished making changes to your form, click Publish or Save.

Top