Change the default project name via Request Form to custom field (Project name)

Dear Wrike community, 


We are using a request form to kick-off a project application process which results in a project. The format of the default project name consists of numbers and the space name which is not very helpful, when you have 25+ applications are in the system. Therefore, I am seeking an automation to change the default project name to a custom field in the request form: Project Name.

As we are using the public link, the automation should be as flexible as possible. 

Thank you for your support. 

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4 commenti

Andrea Schmalle - Could you map the Project Name question to the title?

 

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We do what Mike suggested above.  We include a question within the form such as 'Request title' with helper text 'Please provide a short title for your request' and link this to the title. Or if we would like the requester to use a certain naming convention for the request/project to match up with our other projects we provide this prompt in the helper text.

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Hi Mike, thank you for the hint. That solved my issue :-).

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

Hi Amy, Thank you for the hint. :-)


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