Space-level Workflows not available in Space-Level Request Forms?
So I really hope I am just missing it somehow, but it seems like I have stumbled upon a big issue with Space-Level Workflows and Request Forms - the Request Forms cannot see/use Space-Level Workflows???
We have just gone through the tedious process of manually copying/re-creating account level workflows into space level for two of our offices (so far), because afaik it is still not possible to simply duplicate then copy an account-level workflow to space-level (p.s. it's off topic today but pleaaaase make this possible soon!)
After this manual duplication process, I went to the relevant Space's Request Forms to switch all the "IF... THEN change status to" arguments from the temporary "holding" workflows these were sitting on while we built everything, over to the shiny new Space-Level Workflows... only to discover I could not see any Space-Level Workflows as an option to switch these arguments to. I can only see Account-Level Workflows as options.
Please please tell me I am just missing something simple here and that it is not true that Space-Level Request Forms and Space-Level Workflows cannot see each other?? 🙏🙏🙏🙏🙏
Hi Angela Kennewell, thanks a lot for posting detailed feedback and use case! I can see you've discussed this with our Support team agents, and they suggested a workaround 👍
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
Lisa, what is the work around suggested for have space specific workflows?
Any input is greatly appreciated.
Hi Tim Kilpatrick, welcome to the Community! Thank you for chiming in, Angela Kennewell please feel free to share the reply from the Support Team here so Tim and other Community members can benefit from it 🙂 Thank you!
Otherwise, I can open a ticket with Support so they can investigate your case, Tim. Also, please feel free to visit our New to Community forum to get the most out of your experience with our Community 😁
Juan Community Team at Wrike Wrike Product Manager Learn about Wrike’s killer features and best practices with our Online Training Webinars
Juan Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars
I have the same issue. Can't have a request form create a task/project with a Space-specific Workflow.
This is a major flaw!
Hey Tim Kilpatrick, Samantha Zimmerman, I've asked our Support team to reach out to you about this 👍
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