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Request Form Link

7 comentarios

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    Anna Wallace

    Hey Stephanie,

    By internal, do you mean that only Wrike users will need the form? (I'm asking because not everyone in my organization uses Wrike, so we call them internal but they're technically external because we use that link.)

    If it's just for your Wrike users, the big green PLUS button at the top of the workspace will actually allow you to do this! Click on it and select "Request" and all of your forms should be listed. 

    I hope that helps! Let me know if it doesn't. 😊

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    Ryan Nelson

    I agree with Anna that this is the best way to get your users and collaborators to access request forms. I am intrigued however how you would use it by putting a link within a task and the user case of why you would want to do that. If you could elaborate that would be great. 

    -Ryan

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    Stephanie Miller

    Thank you both for the reply. I am referring to only users who have access to Wrike. I do know that I can direct them to the plus sign and select Request forms but that relies on including those instructions on how to get to the request forms in the description. I created a folder to store vendor contact information and created a form for users to submit new contacts on. In the folder description I typed out instructions on how to add new contacts using the form and I would have liked to just linked to it in my sentence "Complete the Vendor Referral Form" instead of having to say complete the form found in the request forms list (and then tell them how to get to the list).

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    Anna Wallace

    In that case, I think the external link is your best option. You would just want to make sure you communicate with your team that it's for internal use only and not to be shared with anyone outside your team.

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    Ryan Nelson

    Agreed. Cool way to use the task as a procedure good luck with it. 

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    Tim Trotter

    I was wondering same thing. This is what I figured out.

    The Request Form is a link.  Open the Request Form you want and copy the link from the browser address bar.

    Go to the task you want to put it in and select the "link icon" from the tool bar.

    You can then give the link a name like " CLICK HERE" and it will take user to the Request Form.

    I used it to list several Request Forms in a recurring task so the workflow was seamless as they went through a checklist of items like a decision tree.

    With this method you don't have to activate the external link function of the Request Form.

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    Hugh

     
    Thank you for sharing this workaround with the Community! This will allow your users to quickly reach the request forms from a task description. You can even just copy and paste the link straight into the description and it will work. Using the hyperlink option in the task description will allow you to change the text that appears for the link, but if you'd like to just add the link by itself, this is also possible.
     
    If you need anything else, be sure to let me know 😊

    Hugh Community Team at Wrike 💡Infórmate sobre las funciones y prácticas recomendadas de Wrike

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Community

Welcome 🖖

Hi there! 🙂 Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome 🖖 Have you checked out this week's Release Notes yet?

Hey! 👋 Curious about something? Visit How To to search and ask the Community for answers.

Welcome! 👋 Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.