Request Forms
How can Approvers be set up in projects?
How can an approval be requested via a request form regarding a task?
How can a request form be used to start an approvals process for tasks
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How can Approvers be set up in projects?
How can an approval be requested via a request form regarding a task?
How can a request form be used to start an approvals process for tasks
Folllowing List for Post: Request Forms
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Usually request forms are used to generete new items. If you want to start an approval of an existing item, you won't need a request form.
If you want to trigger an approval process for a newly generated item through a request form, you could do so by linking an approval process to a specific workflow status and assigning this status through the request form.
See Adding Approvals to Custom Workflows – Wrike Help Center
and https://help.wrike.com/hc/en-us/articles/115004740045-Creating-Request-Forms#UUID-0cac277f-0eef-2fb0-244b-223b225ff703:~:text=Select%20a%20status%20for%20the%20task%20or%20folder%20that%20will%20be%20created%20after%20form%20submission
Florian
Stu Davidson - There are multiple ways to do each depending on what you want to do.
Starting with Request Forms:
Click to add the approval and then fill out the setting you want:
This adds an approval to the task that was created from the request from.
Next you can add an approval from a workflow:
Click to add the approval, and then fill out the settings you want:
Last option for larger projects, I've set up a specific approval step:
So this last step, while not an "approval" through Wrike, is what we use to approve that Phase 2 is completed in this project.
Hopefully that helps.