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Anna Wallace

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Anna Wallace hizo un comentario,
  1. Comunidad
  2. How To
  3. Assign Users Dynamically with Request Form, Blueprint, and Dependencies

Another idea I tried is using the request type field in the form as a custom field: Then using automation to assign the unassigned tasks that are created to a specific user based on the value: Ho...

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Anna Wallace creó una publicación,
  1. Comunidad
  2. How To

Hello all, We have a request form that duplicates a blueprint. The blueprint has one parent task and lots of sub-tasks, all with dependencies set up so that all the task due dates adjust automatica...

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Anna Wallace hizo un comentario,
  1. Comunidad
  2. Product Feedback
  3. Wrike Automation Engine

I have some. 😀 Trigger a comment when there are tasks in the same folder that meet certain criteria. For example, all of our marketing emails are housed in a single email folder. We have custom fi...

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Anna Wallace hizo un comentario,
  1. Comunidad
  2. Product Feedback
  3. Wrike Automation Engine

Lisa Hey there! Isn't there a centralized location where we can make automation suggestions? Or is this it? Just trying to make sure my ideas are in the right place!

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Anna Wallace hizo un comentario,
  1. Comunidad
  2. How To
  3. Permalink for a request form

That's correct! Anyone with the link can access it. 

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Anna Wallace hizo un comentario,
  1. Comunidad
  2. How To
  3. Permalink for a request form

Hey Bas! Yes there is. In the form settings, check "Enable public link." When you publish it, it'll give you the link.     I find that they are very long and "ugly" so you might want to shorten it...

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Anna Wallace hizo un comentario,
  1. Comunidad
  2. Brought to You By Wrike
  3. [From Wrike] Custom Item Types are Here! ✨

I am a bit disappointed that we're not able to use these with blueprints right out of the gate. Doesn't seem that you can select an item type to be created from a request form, either. So many of o...

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Anna Wallace hizo un comentario,
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Anna Wallace hizo un comentario,
  1. Comunidad
  2. How To
  3. How can I make a custom field only available to certain people?

I was just looking at this yesterday! In custom field management, set the field as "Belongs to entire account." Then share with specific users: Hope that helps!

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Anna Wallace hizo un comentario,
  1. Comunidad
  2. Brought to You By Wrike
  3. [From Wrike] Custom Item Types are Here! ✨

I'm excited for the endless possibilities this creates! Is there a way to convert existing tasks to an item type?