How to take the email address on Request Forms to custom fields?

How do I take the email that is captured as a part of the form submission and have it saved to a custom field to manage?

Upvote 7
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
5 comments

By the looks of it, you cannot.

My best bet would be to possibly have a duplicate text field that requires the user to fill in an e-mail, though with no validation that you connect to a custom field. Or have an e-mail text field and just skip the second step requiring name and e-mail, but you would lose out on the sent receipt.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi folks! You'd need a separate question for email address (I'd recommend making it a required question) and them map the answer to a specific custom field of your choice (in the example below, I've created a "client email" custom field):

Please let me know if it helps 🙂

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Lisa, 

Thanks, we were trying to avoid this as its not a good user experience for them to enter their information twice. I also looked at automations to see if there was a way to add it once the task was created in Wrike. But, did not see an option there either. 

Can you please elevate this as a potential enhancement as the current option is a redundant user action? Thanks in advance! 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Juan

Hi Bethany Spaeth, thank you for your reply 🙂 I moved your post to our Product Feedback forum so other users can upvote it - and I've passed your comments on to our Product Team 👍

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thanks @...

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: How to take the email address on Request Forms to custom fields?
[this list is visible for admins and agents only]

Top
Didn’t find what you were looking for? Write new post