Add a sequencing flow to forms, based on checklist items selected on previous page

For our request forms we have a dropdown to choose deliverable. Sometimes people want to request multiple deliverables from us, but because it's a dropdown, you can only choose one, and you have to create a new submission for your second item. 

Every deliverable has its own steps that are taken based on the choice, using conditional logic (who is assigned to it, what task template is used, etc).

It would be a game changer for us, if you could use a checklist with custom fields.

All you'd need to do (sounds so easy, right?) is build in a linear sequencing based on the options presented.

If A, B, C are chosen, execute A's logic, then B's, then C's, etc - until all of the checked items have been executed.

If option A has the condition "Go to page X" , then it will go to that page on the next screen, then on Submit, it would go back to B's conditions, then C's, then continue with the next step of the form on completion of that sequence.

This would allow people to choose multiple items, go through the flow for all of them, then continue where they left off in the form. For our workflow, this would mean users could could request a Flyer, a social post, and an e-mail in one submission, without having to create 3 requests. It would take them through the options for each, then continue where they left off in the form. It would be a huge improvement to the user experience and help us get better quality submissions, with less back and forth with requestors.

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Spot On Innovative Approach Stellar Advice

Our group has had to deal with this exact predicament w/relation to multiple deliverables and Wrike request forms.

We have developed a workaround, but it is not ideal. Austin suggestion or some variation of would be a huge improvement.

1
Spot On Innovative Approach Stellar Advice

Thank you, Austin Headley, for sharing your use case and the detailed feedback on Wrike Request Forms here, and Andrew Goddard for supporting!

I've passed it on to our Product team, and I'll be sure to inform you here if there are any updates in relation to this suggestion 😊

Cansu Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

Cansu Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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