Requester Contact Details Mapped to Custom Fields?
Similar to exporting task descriptions, the following would be incredibly valuable for reporting.
Is there a way to map the name & email of a requester to custom fields? This would go a long way for reporting on incoming Wrike requests.
Since https://help.wrike.com/hc/en-us/community/posts/360012461614--Status-Backburner-User-custom-field-in-request-form has been put on the backburner, this would be a wonderful work around for us. If someone is logged into Wrike and they fill out a form, it would be awesome to be able to assign that person to the task or project automatically. If the person is not signed in, it would just leave it blank.
Hey guys! Let's hope this suggestion gets more upvotes next year! Anyway, your feedback is passed to the Product team, and if I hear of any development, I'll let you know 🙂
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
Patrick Danielczyk - I posted a sample recipe for Wrike Integrate this evening that assigns the task author as the task assignee when the task status changes to a specific known value.This sample recipe could easily be modified to automatically assign the task author (which might be the Wrike user who submits a request form that creates a task) as the task assignee, as soon as the task is created.
Note that this solution requires Wrike Business or Wrike Enterprise, and the paid Wrike Integrate add-on.
See example Wrike Integrate recipe at https://www.workato.com/recipes/1066391
Karl Johnson - this solution could also be easily tweaked to map the task requestor's name/email to custom fields when the task is created.