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Requester Contact Details Mapped to Custom Fields?

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Patrick Danielczyk

    Since https://help.wrike.com/hc/en-us/community/posts/360012461614--Status-Backburner-User-custom-field-in-request-form has been put on the backburner, this would be a wonderful work around for us. If someone is logged into Wrike and they fill out a form, it would be awesome to be able to assign that person to the task or project automatically. If the person is not signed in, it would just leave it blank. 

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa

    Hey guys! Let's hope this suggestion gets more upvotes next year! Anyway, your feedback is passed to the Product team, and if I hear of any development, I'll let you know ๐Ÿ™‚

    Lisa Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Laura Boylan

    Patrick Danielczyk - I posted a sample recipe for Wrike Integrate this evening that assigns the task author as the task assignee when the task status changes to a specific known value.This sample recipe could easily be modified to automatically assign the task author (which might be the Wrike user who submits a request form that creates a task) as the task assignee, as soon as the task is created.

    Note that this solution requires Wrike Business or Wrike Enterprise, and the paid Wrike Integrate add-on.

    See example Wrike Integrate recipe at https://www.workato.com/recipes/1066391

    Karl Johnson - this solution could also be easily tweaked to map the task requestor's name/email to custom fields when the task is created.

     

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