Editing fields of existing Request form

Is it possible to change the response options (edit or add additional options) to an existing request form?  I'm looking at one, and the response options are all greyed out and seemingly un-editable. 

Thanks,

Robyn

0
3 comments
Spot On Innovative Approach Stellar Advice
Avatar
Stephen

Hi Robyn!

Good question! So, firstly you need to be a admin to edit an existing Request Form. If you're an admin you can go to;

  1. Your profile image in the Workspace's upper right-hand corner.
  2. Select “Account Management”.
  3. Click on the “Request Forms” tab.
  4. Select a Request.

You can find more information about Request Forms and editing on our Knowledge Base. Any questions, I'm happy to discuss here!

 

Ps. It's great to see you here in our Community. Don't forget this is the best place to connect with peers in your industry so why not see what you can learn from how others are using Wrike. Get started by introducing yourself here. Happy posting 😎

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Not helpful at all... your instructions don't work

 

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Lisa Motel - Are you by chance trying to change the options in a dropdown question that's mapped to a custom field for the response?

If so, you may be encountering something that confused our team initially as well... we found that in this case you must edit the options in the custom field itself first, then visit the request form editor, where you'll see something like this to allow you to update the options in the request form:

 

 

0
Comment actions Permalink

Folllowing List for Post: Editing fields of existing Request form
[this list is visible for admins and agents only]

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