Request form - Ability to email external requestor and create blueprints
When setting up a request form is there an option to allow both blueprints and the ability to email the external, non-Wrike requestor as needed? It appears as though I can setup the request form to one or the other, but not both options. If this isn't an available option, is there a workaround?
Juan Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Juan Wrike Team member Become a Wrike expert with Wrike Discover
Hello Juan,
Thank you for the quick response and images. The request form that I have is setup to create the assignee, parent folder, and the type of blueprint based on the response to certain questions within the form.
In order to be able to email and external requestor it seems that I need to select 'Create task...' or 'Create task from..' in the Actions upon Submission. Either of these selections appear to limit the ability to add blueprints.
Is there another option that would provide me the ability to email the requestor and use blueprints?
Hi Amy Cantwell, I'm jumping in for Juan here 👋
You can create Custom items, tasks, or blueprints when you choose the option to "Create task from":
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover