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Custom Request Forms + Tagging


  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Paul Copping

    I Agree,

    Currently we are having to do this manually on receipt of request or update use custom fields and reporting or dashboards but this is very time consuming to admin and then update all request forms.

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Jeremiah Tamagna-Darr

    I have found that the check list on request forms can map to tags but it is not an ideal solution as it appears that in addition to tagging the task in other folders it also moves the task from one parent folder to the next.ย  It also inserts the checklist into the description so if new tags are added later these things can be out of sync.

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Pedro da Palma Rosa

    I would like to definitely see the ability to add Folder Tags as a field in REQUEST (Form) submissions. At this stage the forms only allow for requests to be filed into a particular location. By having a field that allows users to enter in the Folder Tags then a request can show in multiple places. For us as an Agency, when a form is submitted it needs to go into the Department and also the Client folders.

    Hoping to see something being developed in this space.

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช

    Hi all, thanks for your input, votes, and suggestions here.

    I want to let you know that currently, you have the ability to tag Folders by mapping answers to parent Folders. This is done by using Dynamic Request form options of checkboxes and dropdowns.

    Take a look at the two gifs below:

    The first GIF shows the setup of a simple form taken from Pedro's use case of needing both Department and Client Folder tagged. I have tagged 'Departments' as the default Folder in which the task will be created and this option is on the righthand side of the builder. I have also mapped the answers to question to the Client Folders and Company Folders depending on the checkbox(s) chosen.

    The second shows the form from the requester's point of view and the resulting task that's created. Note how the Folders I mapped in the first GIF are now tagged in the submitted task.

    So currently, if you want the task to be tagged in many Folders, you need to ask the requester some questions to determine what Folders should be tagged.ย Check outย this article about mappingย in Request forms for more info on how to map and what entries are available

    I appreciate that you're looking for a direct input to add tags and I think this is a good suggestion so thank you for sharing here so others can vote and discuss!

    If you have any questions on the above information, please let me know and I'll be happy to discuss.

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

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