Chosing customer adds customer information to project request

A project request should allow to chose the customer name from a dropdown. After having done so the information attributed to that customer in custom fields (e.g. website, phone number, NDA, special requirements etc.) should be added to the project request.

See also https://help.wrike.com/hc/de/community/posts/115000164349-Request-forms-Autopopulate-map-to-custom-fields-on-a-task-folder?page=3#community_comment_115001924409

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Stephen

Thanks for posting this feedback here Beat!

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I just uploaded a comment about this a few days ago. It would be great to just pull from Microsoft access instead of re-creating any databases. Pulling from an established database and choosing the fields to add as custom would make it much easier to use. 

Michael Dalton Applications Engineer

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Of course I agree and I wanted to suggest an initial step that would be easiert to implement by the Wrike team. Rather have a solution that can be introduced quickly than waiting a long time before an interface to an external database might be implemented. 

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Yeah, I understand that, I was just adding to it as they have already proved capable at integrating with some Microsoft products.

Michael Dalton Applications Engineer

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Thank you for adding!

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Could this be achieved by adding a wrike team member or collaborator selection as a type of question?  They can choose or @type themselves, and the selected remaining fields auto populate from the information in their wrike account...

You would need to build out some more information on each collaborator/user profile, but you already have their name and email - if you gave an option to add phone number, budget number, (any number of other fields really) etc. to the collaborator's account.

Kyle Howerton Digital Media Producer

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Anastasia

Thanks for adding these ideas here! I had a question for everyone: are the forms we're discussing here internal or external in your use case? 

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Right now, the majority of people who fill out the form are either external or only a collaborator for us. 

Kyle Howerton Digital Media Producer

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Anastasia

Got it, thanks @Kyle!

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