Automatically Convert Requests to Projects based on Form Selections | Community
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C
CustomerSu
Level 10
May 23, 2017
Archived

Automatically Convert Requests to Projects based on Form Selections

  • May 23, 2017
  • 3 replies
  • 549 views

Customers have asked to be able to have issues automatically convert to a project. The selections from the custom form on the request would essentially map to a corresponding template. For teams that get a large amount of requests this can be very beneficial to automate and remove the manual step of converting each issue individually.

    3 replies

    R
    ReneeGu
    Level 2
    December 6, 2017

    Conversion Rules please! They could live with the template.
    Or maybe a "Conversion Report" where it only applies to issues in that report.

    SarahWilkersonCA
    SarahWilkersonCA
    Level 7
    April 4, 2019

    this would be very helpful

    Dusty_H
    Dusty_H
    Level 3
    January 14, 2025

    we would very much like to have the ability when creating a Request Queue that the Request will auto convert using the specified template to a project without having to use Fusion.

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