Submit a Request Form
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Team, Business, Enterprise, Pinnacle. ; Unavailability: Free; |
Important
Users on the New Team plan do not have access to Request Forms.
Anyone who has access, including a non-Wrike user, can submit a request form.
When you submit a request, Wrike automatically:
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Creates a task or project. Admins specify which item type should be created when setting up the form.
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Grants you access to the resulting item. The access role depends on the parent location sharing settings. If the parent location is not shared, the submitter will have Full access to the newly created item only.
Note
Items created via External Request Form submission are not shared with the submitter automatically.
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Populates the task or project with information from the request form fields.
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Adds the task or project to a location in the folder tree.
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Assigns the task to the designated user(s) or adds an owner to the project (if it was specified by the request creator).
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Creates an approval (if specified by the request creator).
Note
Admins can view all saved or published request forms from the Requests forms tab of the Account Management section.
All Wrike users can submit request forms in the workspace, and non-Wrike users can submit external request forms using a link.
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Click the green + 1 in the top-right corner of the workspace.
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Select Request 2 in the dropdown menu.
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Select a request form from the list or use Search 3 to find the form you need.
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Fill in the available questions. Questions with an * 4 are required.
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Click Submit 5 .
A task or project is created using the information you entered.
Request forms can be made external, which means they can be sent via a link to non-Wrike users or embedded in a website.
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Go to the link provided or use an embedded form.
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Fill in the available questions. Questions with an * are required.
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Click Submit.
Once a non-Wrike user submits a form they'll receive an email confirmation (provided they included their email address in the form).