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Request forms that trigger multiple projects & automation?

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

    Kiele Phillips Hey, happy to see you on the Community ๐Ÿ™‚

    Please check out the post about enhancements in Request Forms: you can now addย subprojectsย andย subtasksย based on the answer in Request Forms!

    Hope this helps and please let me know if you have any questions ๐Ÿค

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

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

    Hi Kiele Phillips.

    I don't know if this answer will help, since it requires a paid Wrike add-on, but we've been able to accomplish very similar functionality using Wrike Integrate.

    Essentially, the Wrike request form just generates the high-level initial project/tasks. We created a recipe in Wrike Integrate that looks for specific answers to specific questions (which were mapped to Wrike custom fields in the request form) and generates additional tasks/projects as needed. This approach has worked really well for us.

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