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Request forms and auto assign on Custom Status change - Selection to conditionally assign person raising request

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    Stephen

    (編集済み )

    Hi Paul, great idea and thanks for adding a use case to your post.

    Lee raised a similar request earlier this year. Please let me know if Lee's post is asking for the same feature so I can mark this post as a duplicate and direct members there so all votes in one place 👍

    Ps - I'm happy to hear you're liking the auto-assign based on status update 🙂

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    Paul Copping

    Hi Stephen,

    Similar but not the same, I believe Wrike now has the functionality Lee raised, what I am doing in some situations I need "requesting user" to also be assigned the task.

    "requesting user" changes by whom ever creates the request.

    So the form would have to look at who created the request and then replace "requesting user" in the form builder with that user.

    Same would be true for the custom status change, our use case is.

    User requests work.

    Additional information s required, so assigned user changes status to "Awaiting Info" this then auto assigns "requesting user".

    once requesting user adds info they change status back to Active and remove them selves.

    or in our sales order process.

    "Requesting user" requests quote,

    Estimating complete quote and when complete change status to quote complete, this then auto assigns "requesting user" who then quotes customer and chases order.

     

    Hope fully this helps.

    Regards

    Paul

     

     

     

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    Stephen

    (編集済み )

    Hi Paul, apologies, I completely understand now, thank you for the additional information - it's a really good idea! 

    I can definitely see the benefits of this for internal Requests and I'll make sure the Product Team sees it 👍

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    Helene Lanssens

    Hi, I was looking at the Wrike help content to find if such feature exist (auto assign request to the requester, if already a Wrike user). I understand it is not (yet) available but wanted to add to this discussion... :)

    We would need it for forms we use internally to make sure the people who are creating a new task for themselves / for their team is using the same content structure. So +1 vote on this request.

    Helene

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    Maciej Klosinski

    +1 to this please. Ideally we would need options for admin (request form creator):

    • To Assign the request form to the form-user automatically (self-assign)
    • To let the form-user assign new task to (pick from dropdown list of all users) - somebody wants to assign something to a colleague
    • Always assign the resulting task to specific users (dropdown list) (ie department manager)

    Also what would help our company tremendously is if we could insert images into the request form. Our form-users need to select items from dropdown list but need to use an external image as a reference (a printout). Ideally they would have it all in the request form itself.

    It would also help if we could pick which custom status from which workflow the resulting task will have instead of defaulting to the first-in-active-category.

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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.

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Want to connect your existing software to Wrike? Learn and ask how in the API section.