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Need Ability to map requestor name to custom field for External Request form

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    Stephanie Westbrook

    (Editado )

    Hi Robyn, welcome to the forums 👋. I was going to suggest adding another question, but I understand not wanting to do. Thanks for posting here and we'll try and point others this way if they're looking for similar functionality. 

    Stephanie Westbrook Community Team at Wrike 💡Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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    Lasse ETG

    Hi. 

    Just to add to Robyn's request; it would also be very useful having the ability to map the requester's email address (another default field) to a custom field. 

    In our case, it's a much needed feature because we would want to use the 'email' value in integrations, for instance mapping a newly created Wrike task to the relevant customer in a CRM system.

    Hope you'll take a look at this feature!

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    Holly Tomkins

    I'm on board for this one.

    We exclusively use the external forms for people to submit requests to our team, and when needing to send their files back we do so in a batch/group email using other data in custom fields.

     

    Not being able to export the requesters names along with our other custom fields is the only thing stopping our completed work updates from being a 30 second job, to a 15-20 minute job going through each task to find the requesters names.

     

    I also don't want to add a separate question for the requester to fill in their name to map to a custom field as it just makes for a bad end user experience when submitting a request.

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    George Fiveash

    Hi all,

    Love the idea and as I'm trying to replace our current system with Wrike anything that is seen as a step back, sadly, gives me a little bit of resistance from managers and really all stakeholders.

    So I would love to see the requester name in a custom field too as well as the email address as per Lasse ETG's request. As when using the external access feature users are expected to provide an email address.

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    Colby Garrett

    Throwing my hat into the ring on this one. I'd love to be able to map the Name and Email fields to custom fields. I initially went down the road of creating additional fields, but then realized that we'd be unable to have the automated 'Request Received' emails fire off without the default Name and Email setting.

    Without being able to map this to a custom field, It would be nice to have an option turn off the generation of 'Please Leave your Contact Info' header within the ticket text itself (Would be a great option for other headers as well) as it takes up a bit of unnecessary room:

     

    Additionally, it would be great to be able options on where in the request form the 'Please Leave Your Contact Info' page that the 'Name and Email' option generates appears. Currently it adds it onto the end of any given form, but most users are used to filling out those bits of vital information at the beginning.

     

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    Kate Shaw

    Absolutely agree. We too use request forms for clients external to our team and wrike user group. One doesn't want to add a requester question in because it just dupes the info. Really would like to map this to a requester details custom field. And then I want to report on requests, with the report to include the contact details of the requester. 

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