using URL query strings to auto populate form fields

Is it possible to auto populate form fields using a query string in a form's URL in Wrike?

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Stephanie Westbrook

Hi Mike, welcome to the forums 👋. I want to make sure I'm getting this right: you want to be able to add information into a Request's url and then have that open the Request with information filled out on the form so that you can just click submit. Is that correct?

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Hi Stephanie -

Yes, i think you've got it.  We are sending form links to some of our Wrike forms to outside parties (clients) and asking them to fill them out. But, some of the form questions are more for internal use and would be better suited for pre-populated answers (or, even better, hidden field that then prepopulate).  For the use case, i would like our outside parties (clients) to click on the wrike form URL and have several field pre populate (preferably hidden) and the rest of the field remain empty until the clients fill them out.  Is that possible? 

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Stephanie Westbrook

Hi Mike, ah I get it more now! Thanks for those additional details. While you can't have hidden questions on a form, you can have default answers. If you add a checkbox or dropdown question you can have options checked by default, or have one of the dropdown values selected automatically. The person filling out the form is able to change the answer away from the default answer, but it might be a step in the right direction.

Do you think that may help?

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Hi Stephanie - unfortunately, that is not what i need.  I need to pass answers from an email correspondence to a client directly into a wrike form that the client will be clicking into from the email to fill out. 

For other form providers, this can be done using URL variables to pass the data.   here is a simple example to show you what i mean (please focus on the info at/past the question mark): 

http://www.wrike.com/form?userid=121&name=Bob 

This simple example shows that 'userid' and 'name' are the names of two questions within the form and 121 and Bob are the answers we want to populate as answers to each question. 

Is this possible to do with wrike forms? 

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Hi Stephanie - any possibility to do what i described above in Wrike?  i haven't heard back one way or the other.  let me know. thanks, MIke

 

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Stephen

Hi Mike, thanks for coming back here. I'm sorry, that link won't work for me but I think I have a good idea of what you're looking to do.
 
My understanding is that you want to add information captured in an email correspondence with a client so it populates in the Request Form submission from the same client. If so, this is not currently available 😕
 
Depending on what email provider you have you could create a task from this email using an email integration. However, this email-created task would be separate to the task created from the Request form task the client creates - but it might be a good workaround to get all the info into Wrike, and you could combine the two task's information later.
 
Overall, this is a very interesting idea. The logic behind the email add-ins and the logic around how Request forms are automated are very different so a relationship between the two is currently not available in the way you've suggested.
 
Hopefully, I haven't misunderstood your question here. If I have, let me know and I'll raise a Support Ticket so you can share screenshots etc. and the team can advise further. Thanks for your post 🙂
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I'm with Mike. This functionality would be extremely useful for those of us that have 'internal customers' for which it's silly to be asking them for their personal details every time we ask them to fill in a form. We know who they are! They're collaborators so it's unreasonable for each of them to be a regular user (licensed).

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Stephen

Hi Ed, the Product Team have been made aware of this thread for reference when discussing any enhancements to Requests going forward. Thanks for voting and bumping the post. 👍

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I'd like to expand on Mike's very useful request. In his scenario, he sends a link to a Wrike form to an external user, who completes and submits the form. He'd like some information to be encoded in the form, basically data that is used internally, but not entered by the external user.

When Wrike receives the form response from the external user, it would be ideal to have this data feed into a designated request so not only can it be routed, but also it can also trigger any number of tasks automatically. For example, say Mike's user is providing information about a food order. While the email trigger is useful to collect orders from external users, autopopulation of another request form would make it possible to assign the order to an internal user, update an inventory spreadsheet, add the external user to a list of customers, initiate a marketing campaign, generate nutrition information to include with the order delivery, alert the delivery driver to pick up the order at a particular time, generate a confirmation email, and even, perhaps, initiate a withdrawal of funds from the external user's standing account.

In my own business, I would use this functionality to feed the data we receive from external users into a request form that creates a calendar item (checking for conflict would be ideal), determines the price associated with the attributes of the request, generates an email with the price quote, adds the external user to our marketing database, initiates a marketing campaign, generates a legal agreement and an invoice, and adds the invoice to Quickbooks.

All this is to say that I think there is huge opportunity to be gained by figuring out how to integrate form responses with fulfillment request forms.

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Stephen

Note: Post has been moved to Product Feedback section. Votes will carry-over but don't forget to vote on the original post if you have not already 👍

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