Using data from Wrike Request form to auto populate fields in a Wrike project

Can contact information collected in a Wrike Request form be used to auto populate contact fields in a Wrike project?

Susan

help.wrike.com/hc/en-us/articles/209603169-Request-Forms-Submit-a-Form-

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
1 комментарий

If you use custom user fields, then yes, you can ask the questions and map the answers to your custom user fields. You need to make sure that the custom user fields and the answers are setup in the same way. For example you cannot have a drop down answer from your request form linked to a short answer custom user field.

Here is a screen shot of what that would look like.

Hope that helps.

-Ryan

 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Using data from Wrike Request form to auto populate fields in a Wrike project
[this list is visible for admins and agents only]

Верх

Предстоящие сессии в прямом эфире

Не нашли то, что искали? Написать новое сообщение