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Request forms: deleting options

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    Lisa

    Hi Katy Cuff, welcome to the Community! 🙂

    If you're your account's admin, you can go to the Account management section> Request Forms, then select a form that you'd like to edit and delete one of the options by hovering your mouse to the right-hand side of it:

    Hope this helps and please let me know if you have any questions! 

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

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    Katy Cuff

    Hi Lisa - thanks for your response. I am an admin on the account, and it doesn't provide the 'x' option. It only has the "two arrows" option ("add conditional branching and assignment"). see below.

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    Laura Boylan

    Hi Katy Cuff,

    Are you by chance trying to change the options in a dropdown question that's mapped to a dropdown-type custom field for the response?

    If so, you may be encountering something that confused our team initially as well... in this case you must edit the options in the custom field itself first, then visit the request form editor, where you'll see something like this to allow you to update the options in the request form:

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    Katy Cuff

    thanks Laura. where do i find the "custom field" you mention? Is that in the "request form"?

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    Laura Boylan

    (Editado )

    Katy Cuff - check the very bottom of the question you're trying the change, just below the last option. Do you see something like this? (In this example "Service Category" is the name of our custom field -- that would be something different for you.)

    If you do see the word "Dropdown" here, then whatever is listed in place of "Service Category" in your question will be the name of the custom field.

    To manage the custom field options, go to the folder where your form creates the resulting task/project, change to Table view, click the little gear icon at the upper left corner of the table, then click the "Manage custom fields" link.

    Then you should be able to edit the custom field, changing the options as needed. Once you've done that, you can return to your form and you should be able to Update Options per the screen shot I posted previously.

     

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    Katy Cuff

    Thanks Laura! That worked.

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    Laura Boylan

    Katy Cuff - Happy to hear that did the trick for you.

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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.