Request Forms: Title Text Appending Instead of Replacing Blueprint Titles

We use request forms to copy a task from a Blueprint and populate that task with needed info. Our issue is that the Blueprint title is being completely erased when we use another text field in the title.

Here's our use case:

We have a blueprint for migrating new clients to our infrastructure. The title of this blueprint is "New Client Migration".

We use a request form to clone and populate this blueprint template. There's a field in the request form to put the client's name and add it to the title. However, when we select "Title" for the client's name field text, it fully replaces the blueprint's existing title.

The resulting tasks title is "Client Name" when we'd like it to be "New Client Migration - Client Name".

Having an option to add the title text to the existing title if you're duplicating a task or blueprint instead of replacing it would be our ideal solution.

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WORKAROUND:

We have a workaround in place where we use a dropdown question with only a single option, "New Client Migration", and then set this to Title as well. Then we get the desired task title when the form is used. But it requires more clicks and more set up for every request form than it ought to.

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That's very interesting, thank you for bringing this up Jessie Ostrander! And thank you for sharing your workaround too, really helpful! I'll check with the team about this 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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This would also be useful for me. Each new employee gets their own PTO request form that is accessible only to them. I would like for the form to create a task with their name and some additional information, but it is redundant to ask them to select their name on a form made specifically for them.

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Thank you for supporting this suggestion and sharing your use case here Elizabeth Bevels 🙌

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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This would also be very useful for my team as well. We use multiple blueprints launched via request forms for client work and use similar workarounds described by Jessie. Our processes can be complex, and being able to identify by title, without later editing, would reduce human error. Plus, simplifying the request form to allow for blueprint titles to remain, when needed, would be a much better user experience for my team. Less clicks = happier faces.

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Hi Alex Torres, welcome to the Community! Thank you for sharing your use case and for supporting this idea. Please feel free to upvote it, in case you haven't yet. You can check how we process feedback in this article.
 
Also, you can 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

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