How to migrate input from request custom form to project custom form? | Community
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Kundanism
Kundanism
Level 10
March 15, 2021
Question

How to migrate input from request custom form to project custom form?

  • March 15, 2021
  • 1 reply
  • 537 views

Hello Experts,

Just a question about custom forms, if i collect some input data from a custom form which is attached to a request / queue topic. Can we migrate / copy the same data to a project if project is converted from a request? Or to a custom form which is attached to the project, if take a example of similar title field input.

Any possibility / Idea to achieve this.

Mvh

kundan

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    1 reply

    R
    Community Advisor
    Richard_Le_Community Advisor
    Community Advisor
    March 15, 2021

    HI Kundan,

    Yes, this is possible. To achieve this you need to create a custom form associated with the project object type, which has the same fields that are used on your request form.

    The easiest way to do this is to create a copy the existing request form and associate it with the 'project' object type, you can then attach this to your project when converting a request resulting in custom data from the request form being copied over to the project during the conversion process.

    Hope this is clear and makes sense! Please shout if you have any questions.

    Best Regards,

    Rich.

      Kundanism
      KundanismAuthor
      Level 10
      March 18, 2021

      Thanks a lot @Richard Leek‚ .

      It works for the first time conversion from Issue to Project. but is any idea, how to apply for existing resolved projects?

      mvh

      kundan.

      R
      Community Advisor
      Richard_Le_Community Advisor
      Community Advisor
      March 18, 2021

      No Problem Kundan,

      Unfortunatley, I don't think this is possible. Since the field values copy over during the conversion process, I don't think it is possible to carry them over after the conversion has already happened. You would have to manually re-enter them onto the project.

      Best Regards,

      Rich.

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