Form optimizations
Would love to see a few advanced features added to request/intake forms to allow a single form to become more versatile.
1 - Allow for customized auto-response by form. Currently the generic wrike bot reply is issued to users once any request form is submitted within an account, but it would be ideal to allow for a custom message to be issued by form. We utilize a number of different request forms within our account and next steps/follow up is different for each. We'd save a lot of time and duplication of effort if we were able to set up separate auto-responses for each form.
2 - Allow for EITHER a task OR a project to be created when a form is submitted based on the selections within the form. So a single form can capture simple one-task requests or more complex multi-task requests while still leveraging the benefits of automation efficiency at the time a form is submitted.
I would really love to see dropdowns with multiple select.
Thank you for sharing your suggestions for the request forms, folks! We really appreciate your feedback. I will now pass it on to our Product team 👍
There are some updates on forms that we'll be announcing shortly, I hope you'll find them useful 🙂
Lisa Community Team at Wrike Wrike Product Manager Torne-se um especialista em Wrike com o Wrike Discover
Lisa Wrike Team member Torne-se um especialista em Wrike com o Wrike Discover