Automated sharing via request form
Hi,
after search it seems to me the following product feedback has not been posted yet.
Current situation
Currently, we start projects with a request form, that creates a project from different blueprints.
To share the project we then use an external API script. Via the Wrike API, it shares each of our projects with the project team and adds an access role for each user. We don't use the manual sharing feature in Wrike to avoid manual effort.
New feature in request forms
We think the actions done by our API script, could be replaced by a new feature in request forms:
There could be a sharing action that can be activated for certain answers. It would allow to say that the created project should be share with certain users and specific access roles.
Any comments on that much appreciated, thanks.
Best regards
Simon
Hi Simon,
interesting topic!
We achive the same goal by adding the new items to different folders.
Instead of choosing a default folder for one request form, we define a folder depending on certain answers. These folders can be shared with different user groups. Additionally every user can choose to follow a certain folder and will then be added automatically as follower to every new created item in this folder. This way is quite flexible, as the users or user groups are not defined in the request form itself, you only have to define specific folders for each category.
Hope this helps!
Florian
Hi Simon Bieling,
we move on Wrike Integrate to do more complex actions.
I know is not to much economic but by my side I can have full control of automations and avoid the help of our developers (that are too much full of task every day 😅)
Hi Florian Kislich,
thanks for your comment and your ideas!
That's indeed a clever solution which will be certainly interesting for other use cases we have.
The problem with our projects is that they we can't relate them directly to specific teams / user groups. In each project we have different people working together. Also, the number of projects is fairly high which brings as to the limitation of Wrike for user groups.
Therefore, the addition to the request form would be perfect.
Best,
Simon
Hi Pietro Poli,
thanks for your commment!
In fact, we haven't been using Wrike Integrate to date. I will have a closer look how it may help us!
We are lucky, our own IT team does a great job and implements things quite fast.
Best,
Simon
Hi Simon Bieling 👋 thanks for taking the time to post your suggestion, and thank you to Florian Kislich, Pietro Poli for stepping in and helping as always!
This post has now been forwarded to the relevant team to look into. If there are any new updates in the coming months, I’ll make sure to post them here 👍
Rohan V Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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