[Status: Backburner ⌛️] Request Forms - populate a custom field and title from one question

Allow forms to have the answer to a question populate both a custom field and be added to the title without listing it as 2 separate questions

 

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Thank you so much for providing such detailed feedback Michelle Hammond!

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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A workaround we're using to map a drop down selection to both a custom field and the description...

  1. Configure multiple blueprint tasks containing each drop down selection's scenario prepopulated within the task description.
  2. Under Request Form settings, map the question's answer to the custom field
  3. For each drop down option, use the conditional assignment feature to configure the "replace task" and select the matching blueprint task. 

Upon submit, this will dynamically pull the correct blueprint task containing the content already in the description and then add the rest of the form's answers below that. The custom field will also be populated. 

This obviously only works/practical with Drop Down and Importance questions that contain minimal options listed and when there's just a 1 critical question in the form that you need to map to both areas. 

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Hi Ross Wilson, welcome to the Community! 🤗

Thank you for sharing the workaround that you're currently using 🙌

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Hi Wrike!

We'd love to see some time invested in this request. This would really improve our use of Wrike's features like reports, filters, calendars, dashboards, etc. To use any of those, we need to have custom fields filled in. But it's also very important that the task title includes several answers from our forms. Since we can only map an answer to either the Title OR a Custom Field, we're stuck either way.

At the moment we pay an external developer to write some logic using the API to automate the task title based on our custom fields - we have to ask for new logic each time we create a new folder or form. As you can imagine, this could be so much more efficient if Wrike would push this feature forward.

Thank you!

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Hello Soraya Jung, thank you so much for your detailed feedback, I've made our Product team aware of it. We'll be sure to let you know if there are any changes planned for introducing such functionality 🙋🏻‍♀️

Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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