Add-task multiplier in request forms

We have a social media request form where we have a multi-select question of outlets to choose from (LinkedIn, FB, etc). For each one selected, it takes our standard social media blueprint and tacks on an extra task for each outlet selected. One thing I've been encountering is sometimes the submissions come through with a note of two separate LinkedIn posts and it helps to keep it in one project vs having them submit twice. At the moment, I have been duplicating the LinkedIn task when intaking the projects but was wondering if anyone has a solution for how I can incorporate a multiplier concept to this set-up or if there are other solutions. Sometimes there will be upwards of 5 duplicated tasks in a project.

Any ideas?

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3 comments

Could you redirect after this question in the form to a new page with a single select "Do you require more than one post?"-type question? If the author selects "yes," they are redirected to a duplicate of the original question. It's clunky since you would need to set this up x5 if you want to give them enough options. The bright side is that you'd only need to set this up once, saving yourself clicks in the future.

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Oh...I think you could do this with automation on a custom item type or set up for a custom field. It's a little hacky but would be worth it, IMO. 

I did a little test and it worked for me using this scenario (I hope these steps make sense!)

  1. Create a new Number custom field box, in the example I named it [Number of Posts]
  2. Edit the request form to connect the question to the new [Number of Posts] field box 
  3. Go to: Settings > Automation > + Add Rule to make the new rule. I tried to mock it up below, I tried it a few ways and you need to make sure it's set to [When new item created]
  4. Add a condition by finding the Custom Field Box [Number of Posts] and I set it equal to [2] for this example
  5. Add Action: Then do this... [Create subitem from blueprint] and I would add a Prefix (I chose to add the number one)
  6. Add a 2nd Action: Then do this... [Create subitem from blueprint] and add a Prefix (I chose to add a 2)
  7. Optional: I chose to add an additional option to [Change name] and [Add suffix] to include with [ _Multiple] at the end of the Parent Task name
  8. Now, you'll repeat this step for each number (1,2,3,4,5, etc) by Duplicating the Automation Rule and editing the Number (and add in more "Create subitem from blueprint" actions)



In addition, I always edit the names of the Automation Rules because I was tired of not being able to see what each rule was without clicking into it.

  • For this use case the original title was:
    When Versions field changes → then create subitem from blueprint, change name
  • I change it to:
    When Number of Posts field changes to 2 → then create 2 subitems from "Social Request" blueprint → Add "Multiple" to end of Parent Task

You could also achieve this by using a "Single Answer" drop down custom field, there's a few ways to make it happen. I also didn't include any Custom Item Types but there's probably a scenario to create Custom Item Types with Subtasks (that correlate to 1-5, etc) OR a Blueprint for each that has the set subtasks (1-5) ... so when you get to Step 5 above, and you're choosing an Action you'd only need to select "Social Request_5 Posts" Blueprint, etc. 

Hope that helps! There's typically multiple ways to do everything in Wrike - so I'm sure you can play around with Automation Rules and find many ways to do this. Good luck!

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_Admin _ okay - I'm loving this suggestion. Will be giving it a try! Thank you!

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

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