Automatically Identify User Submitting a Request Form
When I submit a request form, why do I always have to manually type my name in to the field asking who is making the request. I am logged in. Why doesn't Wrike know it's me? This should be automated so that the person who submits the request automatically stays in the loop. At the very least, a drop down of all users should be available.
It looks like wrike doesnt answer or is interested in helping someone..
Hi Andrew Boekestein, Joe Janssens, thank you for sharing your feedback! 🙌
There's a recently released addition to the request forms' types of questions, and there's a new type - User, that allows the users who are submitting a form to select a user from the list. We'll be announcing this addition on Monday in our Weekly Release Notes 👍
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
Kind of related question: Once the user submitting the form has been identified, can that person automatically be granted visibility to the task that is generated by the form submission? What I mean is that when creating a form you can specify who the resulting task be assigned to, is there an option so that the requestor also be included?
Hey Fabiola! Would it be possible to add yourself to the assignee list? Other than that, it's not currently possible to assign a requester automatically.
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