In this article, we will discuss how to capture the requesting user in a Wrike form. This is an important feature for any project management tool, as it allows you to track who made a request and when.
Step 1: Create a New Form
The first step is to create a new form in Wrike. To do this, click on the “Create” button in the top left corner of the screen and select “Form”. Give your form a name and description, and then click “Save”.
Step 2: Add Fields to Your Form
Next, you will need to add fields to your form. To do this, click on the “Add Field” button in the top right corner of the screen and select the type of field you want to add. In this case, we will add a “Requester” field.
Step 3: Configure Your Requester Field
Once you have added your requester field, you will need to configure it. Click on the gear icon next to the field and select “Configure”. In the configuration window, you can set the field to be required or optional, as well as customize the label and help text.
Step 4: Save Your Form
After you have added and configured all of your fields, click on the “Save” button in the top right corner of the screen. This will save your form and make it available for use.
Capturing the requesting user in a Wrike form is an important feature that can help you track who made a request and when. By following these simple steps, you can create a new form with a requester field and configure it to meet your needs.