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Editing Request Forms

Table 7. Availability - Legacy plans

Free

Professional

Business

Enterprise

Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.;

Table 8. Availability

Free

Team

Business

Enterprise

Pinnacle

Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team;

Overview

Space admins can edit request forms in their spaces. Account admins and owners can edit account-level request forms. On Enterprise accounts, this right can be revoked from account admins.

Once you access a request form you can manage its attributes and questions in the same way you create a form.

Note

If your request form is not visible to anyone in the account, and you attempt to edit it, these edits will not be saved. You can check the visibility of a form in the info panel on the left-hand side when editing it.

Edit a request form

For account admins

  1. Click the green + 1 in the top right of your workspace.

  2. Select Request 2 option from the dropdown menu.

    Request.png

  3. Click Manage forms 3 option and click the title of the form you want to edit.

    Manage_forms.png

  4. Click any field or question in the form to edit it.

Alternatively, click your profile picture from the sidebar, select Settings from the dropdown, and access the Request forms section from the Account management section.

editing_request_form.gif

Note

It is possible to undo some actions in the request form builder by clicking the "Undo" button on a notification that appears (for example, if you deleted a question you can restore it).

It's possible to undo the action for 10 seconds after the action is done.

sprint_23_undo_task.png

List of actions that you can undo:

  • Delete a question

  • Delete an option (e.g. single select or checkbox option)

  • Delete conditional actions (e.g. a conditional assignee)

  • Move a page up/down

  • Merge pages

  • Map to a single select custom field.

For space admins

Space admins can only build request forms in the spaces they have access to. Account admins can also use this method.

  1. Navigate to the space where you want to edit a request form.

  2. Click the gear 1 icon under the space's name.

    Gear.png

  3. Select Request Forms 2 tab.

    Space_2.png

  4. Click the title of the request form you want to edit.

  5. Click any field or question in the form to edit it.

Note

You can undo certain actions in the request form builder (such as deleting a question) by selecting Undo in the notification that appears. This option is available for 10 seconds after the action is performed.

FAQ

What does this notice mean: "Saving changes to this form may break questions marked with ⚠️"?

Changes to custom fields that are mapped to questions used in the request form may lead to this warning. Find the custom field and edit the properties to make sure the mapping works accurately. Apart from the reasons mentioned in the warning, you may also check the "Apply to" setting in the properties; it should match the type of item that the request form creates. For example, a custom field applied to "projects and folders" cannot be mapped in a request form that creates a task.

Request_Forms_FAQ.png

What happens if two users edit the same request form simultaneously?

If two users modify the same request form at the same time, the version saved last will overwrite any changes made by the other user. This means that edits saved earlier may be lost if another user subsequently saves their changes to the form.

Is it possible to move a request form to a different Space?

Yes, this is possible with help from the Wrike Support team. To process the move, please provide:

  • Permalink of the Space where the form should be moved.

  • Title of the request form to be moved.

What's next?

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