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Mapping Request Form Dates to Project Template Milestones

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    Anastasia

    Hi Jennifer, thank you for posting here! Sorry about the delay - to be honest, I don't think I managed to understand this scenario to its full extent. Please correct me if I got anything wrong, as I'd love to help and understand this better:

    You have a Request form which launched a Project template. There is a milestone in the middle of this template. Questions filled out in the form can be linked either to tasks happening before the milestone, or those which go after the milestone. Based on pre/post event timing, you would like one set of answers to be applicable to whatever comes before the milestone, and a second set to be applicable to post milestone tasks? 

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    Jennifer Ransley

    Yes - all of this is correct. Because it's a project template, I have everything set to run around the date of the event (milestone), but when setting up the request form it only gives me the option to map dates to the start and end dates for the actual project. I am looking for a way to map the project to the event date, which just so happens to fall in the middle of the project. Does that help at all?

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    Anastasia

    Hey Jennifer, sorry for the delay, yes that helps! There's no direct way to achieve this at the moment, but a suggestion I had was adding a question where the submitter can specify the event date which will be mapped to the Project when submitted (to a specially created Custom or to the description). Then, in the template, you can add hint to the milestone title, something including information about checking Project Custom Fields for exact event dates, renaming, and rescheduling. This is a pretty interesting use case though, and one I've raised with the team. Thank you for posting here!

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    Diana Ascher

    Maybe this should be linked to the custom fields populated by request forms conversation?

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    Stephen

    Hi Diana, unfortunately, there's no way to link threads, but it would be great if you could share the link you're referring to so others interested in this will be pointed to the thread to upvote there 👍

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    George Fiveash

    Hey all,

    I would absolutely love this (however this thread isn't technically a product feedback) I recommend you visit the following thread and post there!

    https://help.wrike.com/hc/en-us/community/posts/115002558265-Mapping-Form-Field-answers-responses-to-custom-fields-at-task-level 

     

    Hope that helps

    -George

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    Camille Hulin

    Hi,

    I am very interested in mapping request form dates to project template milestones as demand by Jennifer. Is there any news about this ?

    Thank you

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    Lisa

    @Camille Hey, thank you for posting on the Community 🙂
    For now Wrike has no such functionality. I would suggest you to add your vote to this Product Feedback thread - our Product team watches this section closely. If a requested feature becomes popular, it could actually be investigated and maybe even added to the Product roadmap 👍
    I'd also suggest checking out this post on what happens with Product Feedback.
     

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

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Community

Welcome 🖖

Hi there! 🙂 Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome 🖖 Have you checked out this week's Release Notes yet?

Hey! 👋 Curious about something? Visit How To to search and ask the Community for answers.

Welcome! 👋 Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.