Using a request form to create multiple tasks with unique entries for the custom data fields
I am trying to minimize the custom data fields from a request form for integration purposes. I can use the request form to make two different tasks but the custom data fields are always the same, I would like to have unique custom data fields relative to the task. For example, Jimmy Juice has worked on two projects. His rate of pay for one project was 89.00 and the rate of pay for another project was ten dollars. I am not able to distinguish the appropriate custom data field for each task. Jimmy Juice's submission allows him to enter two different projects but for both projects, the custom data field states, for example that his rate of pay for both projects were 89.00. Check out the project name also which is a custom data field from the request form. Is there a way to fix this? I have tried altering the request form to no avail. I am trying to use 8 custom data fields instead of 236. Any help would be greatly appreciated.
Hmm that is a difficult one. But a quick solution could be to make the request form that it has multiple pages and then fill it out twice. So if you select project 1 it will create blueprint/task 1 and when you select project 2 it will create blueprint/task 2. That is what I can think of at the moment, but i think it is not possible to create 2 different tasks using the same custom fields. Unless the split into two pages will help, maybe you could try that?
So if you create task/blueprint 1 with all the info and the add the option to create another task that links to the next page and then the submit button.
Hello Pieter,
I did try the multiple pages approach and was successful in creating two tasks under the appropriate project folder. However, both tasks used the custom data fields of the latest input. It looks like the contractors and vendors will have to fill out multiple forms for each different project. 🙃
Thank you!!
John Ketterer We have the same problem 😓 It was a topic first brought up in 2018, here where I believe the status is falsely "Launched" because the need was misunderstood.
https://help.wrike.com/hc/en-us/community/posts/360018601433--STATUS-LAUNCHED-Request-Form?page=1#community_comment_4415125942039
how were you able to create 2 tasks from 1 request form?
Hi Ali Pruitt, welcome to the forums! 👋
It's possible to add additional tasks once particular answer options are checked in the form. If you could provide a more detailed use case, I'll be happy to discuss this further 🙂
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
Hi Lisa, I would also very much like to know how to make more than one task from a single request form submission - can you let me in on the secret too? 😋
Hey Angela Kennewell, you can add a parent folder or subtasks for specific answer options if your form is set to create a task after it is submitted:
If it's set to create a project upon submission, it's possible to create a parent folder, a subtask, or a subproject:
Hope this is helpful 🙂
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
Hi
I want to create 2 tasks by using single form. How can I do it. I couldn't understand how can I create 2 tasks by using multiple Answer question. Also please let me know how can I add task deadline date automatically e.g. If task created, the deadline of the task should be 8 days etc.
Hi Muhammad Imran, welcome to the Community!
It's possible to create multiple subtasks for subtasks for Multiple answers type questions (each reply option can create a separate subtask automatically):
As for automatic deadlines, it's not currently possible to do this. Please let me know if you have any additional questions!
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
Is it possible to set up a Request Form so that the user can select which tasks they would like to include based on a Blueprint? This would make it much easier to customize projects. I see that the form can be set up to open a task and subtasks, but I am looking to include more than 1 task without having to fill out multiple forms.
Hi Rachel DiPietro! 👋🏼
Yes, it is indeed possible to add conditional tasks to projects launched via Request Forms. To achieve this, you can add a multi-select question to the form and apply the "add subtask" action to each of the options. If the requestor chooses multiple options when submitting the form, multiple tasks will be added to the project accordingly.
If you need tasks with specific characteristics (such as a certain name, their own subtasks, or pre-filled Custom Field values), you can create task Blueprints before editing the Request Form. Then, set the "add subtask" action in the Request Form to generate each task from its corresponding Blueprint.
Hope this proves helpful!
Anna Savitskaya Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Anna Savitskaya Wrike Team member Become a Wrike expert with Wrike Discover