[CLOSED] - Primary Contact not retained when converting the issue | Community
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JustinHa1
Level 2
March 21, 2017
Archived

[CLOSED] - Primary Contact not retained when converting the issue

  • March 21, 2017
  • 1 reply
  • 353 views

This post has been closed as a duplicate. All votes have been moved to the original: Bring over Customer / Submitter when converting issue to task/project

Need an opportunity to retain the Primary Contact somewhere if you convert an issue to a project and don’t keep the original issue.

    1 reply

    H
    HeatherRe
    Level 3
    March 21, 2017

    We also need this feature when an issue is converted to a task and we don't keep the original issue. As a work around, we had to introduce a custom field to retain this information on both our tasks and projects.

    In addition, it would be great if we could create a custom view on tasks and projects that allowed us to view the originating issue details. Historically, we attempted to 'borrow' the published View: Originating Issue Details Text Mode Code to create a view for our user community to access the originating issue details within a task view for our issues kept after converting them to a task. Unfortunately, this text mode code did not work as expected.

    Link to document containing the Workfront Community Site View:Originating Issue Details information: https://hub.attask.com/document/preview?versionID=56d5de9500497b928733d4b1f4d0085e&ID=56d5de9500497b911977b70de48a721f

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