Auto select custom fields upon submission of a request form

Hi all,

I know you can set up questions within a request form to link to predetermined custom fields but is there a way to set up auto select of a custom field without being linked to a question?  I looked at setting up an automation rule but not sure there is a suitable option here either?

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
5 commentaires
Hello Amy Hunter, thank you for your comment. A way to achieve this could be:
 
1- Create a blueprint from a project with its custom fields and their values.
2- When creating the request form, select the option "Create from", where you can select the relevant blueprint.
 
  
 
The project created via request submission should include the custom fields with the predefined values - in the blueprint.
 
I hope this information helps! Please, let us know if you have any additional questions.

Juan Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Juan Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thanks Juan That's very helpful.  Though would this work with a task blueprint as well?  I have been playing around with this and for some reason the custom fields aren't coming across when the task is created from the blueprint.  

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Hi Amy Hunter, thank you for the additional details on your case. I'm afraid that custom fields cannot be applied only at the task level, this means that they need to exist and be applied to the parent item of the tasks. Could you please double-check if this condition is being met in your case?
 
If you still encounter difficulties, I'll gladly put you in contact with our Support Team so they can assist you with this.
 
Looking forward to hearing back from you.

Juan Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Juan Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Amy Hunter I have a use case for this as well. Juan This would be a great add for an automation. There is a trigger for if a custom field changes to something but no action to set a custom field value, this seems like a great use of the automations to do auto meta tagging with single select custom fields. 

 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

We'll share your feedback with our Product team Melissa DeKoff, thank you! 

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Auto select custom fields upon submission of a request form
[this list is visible for admins and agents only]

Haut de la page
Didn’t find what you were looking for? Write new post