Add New Dialog - Customization - Add specific request forms
When you left click on the Green Square with white cross, it provides a drop down. At the bottom the drop down you can customize the drop down to add blue prints and custom item types. Would it be possible to add the ability to specific request forms to that drop down as well
This is a very interesting idea Ped Watt, thank you for posting!
Could you please share some detail on your use case? Is it because you have many forms or on the contrary not very many? Do your team members use request forms search? Do you use space-level forms? Thanks!
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
Lisa my use case is based on simplifiying the end user experience for my Wrike "adjacent" users. The specific use case here is our company is made up 3 division with different product lines, that however share the same sales reps. Each division has it's own request form to kick off the processing of an order by the engineering team. If we could customize this (or potentially pin request to navigation panel), then we could allow these users that don't "live" in Wrike to more readily transfer the information from their minds to Wrike. I don't feel I am explaining that well, but that is the best I have tonight
No worries Ped Watt, this is very clear to me! Thanks for the detail, I'll send it to the team that owns request forms now 👍
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