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Request Forms - Fill in Table

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    Anastasia

    Hi Lukas, welcome to the Community :) Thank you for sharing your ideas here and in other posts, your use case is really interesting!

    Anastasia Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Margo Heston

    I'd like to second this request. In one case we have, there is a need for request forms to obtain information regarding resource allocation over periods of time (projected expenditures in FY2017, FY2018, etc.), and it would be great to have this information tabulated directly in a request form. Perhapsย each column could be a custom field name, so the information could be mapped to the custom field (rather than appearing as a table in the description).

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    Kier Bouley

    (Edited )

    Wrike Team: Please allow this to happen! Having the ability to insert fillable tables into a Wrike Request form would be very helpful! Having fillable tables would help our users see related data/fields all in one related space as they fill out the form. It would speed the filling of the request form. I notice that the original request for this is almost a year old. Can we prioritize this hoped-for ability? It would help my team and I'm sure, many others. Thanks!

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    Darren Overland

    Yes i need this to select an item then select a qty for it etc without creating a long list of text.ย 

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    Alina

    Hi everyone! ๐Ÿ‘‹ Thank you all for sharing your ideas! I would be grateful if you could share how you currently work around this limitation: what do you use instead of reaching the same goal? How would you like to work with this data in your Workspace?

    Alina Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Darren Overland

    ย 

    ย 

    I would like to be able to transfer our sales forms amongst others into wrike. They are basically an A4 sheet full of tables. Item ** qty ** and so on. At the moment the sheets are printed off and filled out by hand. These forms are made in ms excel. All our jobs get put into wrike now. It's just a pain the data has to be duplicated from a hand written sheet into wrike because the form creation is limited.ย 


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    Margo Heston

    Currently we use an attached Excel worksheet or a fillable PDF to submit tabulated data. Then the information is either imported or manually input into an Access database. We would love to be able to track requests and their details in Wrike, but that would require the request recipient to manually input the data into Wrike fields, which is too time consuming at the volumes we process.

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    Elizabeth McKenzie

    We maintain Excel sheets too, then manually enter the data into Wrike. This is laborious and the wrong information can be put into Wrike from the manual entries.ย  It is much needed to save time and accuracy of the orders.ย 

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    Darren Overland

    Also, i would like to add that i feel it's important to be able to automatically create sub tasks from the form based on the selections and quantities. That way you can fill in on the form eg. 5 x shirts and 2 x trousers. This then creates 2 sub tasks under the main task 1) 5 x shirts - assigned to Tim. 2) 2 x Trousers assigned to Malcolm.

    We create a sales order that normally has many items on it. We then have to duplicate info onto wrike to create a task to assign someone to handle it and so others can see when its done. Without manually creating a sub task for each item type the progress cannot be broken down. its workflow is either new, in progress or complete. I get increasing pressure because others want to see how many items are left to make. It would be great if you could see "In progress" 5/10 tasks complete or 50% complete.

    Our eventual goal is to replace the sales sheets currently filled out by hand and duplicated it into wrike. To just fill them out on wrike in the first place. I could cut out the middleman if only you could make a table based form possible.

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    Lou Gilmore

    Hi

    I'd like to add my support for this function as well.

    We are new to Wrike and are wanting to transfer all of our request forms into Wrike however I am struggling to work out how we could put our data-brief into a format that would work.

    We need to complete a table to input all variants that we need for the data. I can't see how we could do this in a simple format at present.

    Any ideas welcome (other than adding as an attachment).

    Thanks

    Lou

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    Giulio Turinetti

    I really vote this request, we need to ask customer to insert some data that we can easily copy and paste into Excel spread-sheet.

    The table would allow this very easily if we could create since the beginning the proper table directly in the request form.

    Thanks

    Giulio

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    Elizabeth McKenzie

    Hi!

    As work around, we have set-up an "order" form directly in Wrike using custom fields for certain users. Once the "order" is placed, it can go right into production based upon dependencies. You can pre-assign the tasks for the project, and when a new project is needed duplicate the order, batch update the workflow to a status where all assignees can see their tasks. Have used it on the Wrike mobile app, too.

    Most likely, if you have the Wrike app set up in SalesForce, you may be able to use this functionality above through SaleForce?

    We were struggling how to integrate the orders into production without the manual re-entry from Excel sheet or Wrike request form into Wrike Project management.

    Has anyone else tried this approach? Looking forward to hearing your input.

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