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[Status: Backburner ⏳] Grouping Request Forms

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    Holly Tomkins

    Love this idea! This would be great :)

     

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    Anastasia

    @Colin, thanks for sharing the idea!

    @Holly, excited to see you're such a fan of Request Forms! :)

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    Amy Stewart

    Agreed, would love to see this feature. We are using them across departments and having them grouped accordingly would be helpful.

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    Stephanie Westbrook

    Hi everyone, we have a lot of Requests internally as well so I can definitely see the value in this. One thing that I think may help is using prefixes for Request form names. For example:

    • Finance - Expense Report
    • Finance - Credit Card Request
    • Marketing - Blog Idea
    • Marketing - Website Update Request

    It could be a workaround way of adding some organization to the Request list. Let me know what you guys think!

    Stephanie Westbrook Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Kara Seliga

    We would utilize this as well.   Is this request in the upgrade queue?

     

     

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    Anastasia

    @Kara, thanks for commenting! I don't have any timeframe to share right now, but potential organization and Request form improvements are something our team is discussing internally, so it's really helpful seeing your comments here. :)

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    Olga Batygin

    Hi @Anastasia, yes that would be wonderful. I agree with the posters that it's getting unmanageable. 

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    Lauren Cooke

    Much needed!!!

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    Stephen

    Thanks for your vote and input here Olga and Lauren!

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    Hans Dechant

    Zendesk makes sth like CATEGORY:TITLE OF FORM

    Why you cant do this???

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    Bailey Burke

    I agree with the premise of this post - further organizing of request forms is needed. 

    We have two divisions that work as a team in Wrike (as we collaborate on executing a lot of projects), so we have already had to do a organization request names into what division said request is for. However, much like the original poster requests have become very popular and now the request page can become quite overwhelming for some employees (who have to send requests to both divisions). I could add a department name on top of the Request form and Division Name - but it would start to mean that the categorization of the request form is longer than the request form title.

     

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    Alexander Schätzlein

    We just started with wrike and this feature is highly requested.

    We are planing specific request forms for more than 10 departments and navigation will be hard in the future.

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    Soraya Jung

    I completely agree with this, our company has +20 request forms being used internally and we really need the ability to better organize them. Stephanie Westbrook's idea doesn't work for us because the requests forms are all for unrelated departments/purposes but used by everyone (i.e. grouping with a prefix doesn't work).

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    Erin Knorr

    Yes, please!  People have to scroll down a long list of forms instead of a folder that pertains to a particular company or topic.  As well, once a person submits the form, there is no way for them to access their submission easily.  

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    Stephanie Kline

    Has there been any update on this feature?  We have a large number of forms that will continue to grow - the more confusing it is for team members to find something, the more resistant they are to use this.  I can see how a company would have a huge number of forms and they would get completely lost. 

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    Laura Boylan

    (Edited )

    Here's one potential workaround for this need... create an internally hosted web page that acts as a Request Form launchpad.

    The link to each request form can be obtained by accessing Wrike via a web browser and opening each form. URLs will be in the format:

    https://www.wrike.com/workspace.htm?acc=9999999#path=request-forms&accountid=9999999&formid=999999

    Example using responsive masonry layout:

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    Carrie Warolin

    Yes please!! We also have several forms and would like to organize them by folder.

    And same for Reports!

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    Niels Christensen

    Laura Boylan - thank you for your tip - i did not think of this as I typically use the app

    Based on this I made a workaround - It does not solve the grouping using the + button but I
    can add and 'rename' the request from to something shorter in the bookmark and thereby
    'remove' the requests not relevant 

    Once created it works in both the app and browser

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    Hugh

    Hi everyone, thank you for all of your feedback! This thread nearly has 60 upvotes, so our Product team will be providing this thread with a status soon. You can read more about our process here. As soon as I have an update for you I'll let you know! Any feedback or use cases helps our team during their discussions, so if you have any, let me know 😊

    Hugh Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Renee Mitchell

    We also found workarounds for this at our company, similar to what Laura shared above but there are a few things to consider.  When people are using external links to requests forms, it limits their ability to interact with Wrike.  The request goes in to the system and is assigned a request ID, but after that, the communication with Wrike stops.  They would need to log in to the tool to search for their request and keep up-to-date on status changes.

    For internal users, we have tried "grouping" the forms by adding a prefix to the forms.  For example, for our Human Resources team, we name their forms HR - Onboarding, HR - Offboarding, etc.  For our admin team, we use the prefix ADMIN -.

    It has helped somewhat but I'm happy to hear that the Wrike team has put this forward as a feature for consideration.  Hope to hear updates soon!

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    Hugh

    Hi Renee Mitchell, thank you for this use case! It's been passed on to the team.

    Hugh Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Renee Mitchell

    I see this thread goes back to 2017 - we're still anxiously awaiting a better way to organize request forms. Any updates?

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    Hugh

    Hey Renee Mitchell, no updates yet, but we should have one soon. As soon as I get the update, I'll be updating this thread with a status 😊

    Hugh Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Scott Martyn

    Adding this grouping would be very helpful!  Thanks

    mdr

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    Lisa

    Hello everyone! Thanks a lot for your continued support for this suggestion!

    This is not in the team's short-term plans, but it's definitely on the team's radar for the 2021 roadmap planning 🙂 I've added the "Backburner" status for now, and we'll let you know when there's news.

    mdr

    Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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