Custom Fields and Request Forms integration
I have seen several references in various posts that custom fields can be mapped to a Request Form, but I cannot find any resource that shows me how to do that. I have set up a Project Template with custom fields and linked the Project Template to the Request Form ("When Users Submits Form... Create Project from Template..."). I would like to auto-fill these fields based on the User's response to certain questions on the form. What am I missing?
Not sure what happened, but I can't load in custom fields into a new request form that I'm making when ALL of the custom fields are available to the entire account. Is there a reason why I can't select "custom fields" here?
This is the issue:
Note that I have custom fields that have the "single select" option that I should be able to select. I know this because they worked in PREVIOUS forms prior to the Lightspeed upgrade.
Why can't I choose custom fields here?
Hello Jackie Thomas, would you please confirm if the custom fields are applied to the location where the item will be created?
Looking forward to your reply!
Thank you - this fixed my issue!
Great to hear Jackie Thomas 🙌
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover