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devanshu16
Level 2
May 19, 2026
Question

Intake Form Expected Completion Date not updating Project Planned Completion Date after template conversion

  • May 19, 2026
  • 3 replies
  • 32 views

Hi community - hoping someone can help with this

 

We have an intake form where requestors fill in an "Expected Completion Date." When the PM converts the request to a project using a template, the project's planned completion date and due date are driven by the template duration (5 days from conversion date) - not by what the user selected on the form.

So for example if a request comes in May 18th and the template is 5 days, the project due date lands on May 23rd. But if the requestor said they need it by May 29th, that date is just sitting in a custom field on the project and we have to manually go in and update the planned completion date every time.

I tried building a Fusion scenario to automate this - the idea was to watch for when a project gets created from a request and then update the planned completion date to match the custom field value - but couldn't get it working properly.

Has anyone solved this either natively in Workfront or through Fusion? Would love to know the right approach here. Thanks!

3 replies

Srinija_N
Srinija_N
Level 7
May 19, 2026

Does your Template set to ‘Completion Date’ for Schedule mode? May be that setup is not allowing fusion to override new planned completion date that the user is entering on the form.

 

 

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devanshu16Author
Level 2
May 20, 2026

instead of completion date for schedule mode should I change it to start date? thanks

S
Adobe Support
StutiTiAdobe Support
Adobe Support
May 19, 2026

Hi ​@devanshu16  I think you can try this approach if you’re using Fusion:

  • Watch for Project Creation- Use the “Watch Records” module to trigger when a project is created from the request.
  • Get the custom field value- Pull the “Expected Completion Date” from the newly created project (since it should carry over from the intake form).
  • Update the project dates- Use the “Update Record” module to set the project’s Planned Completion Date to match that value. If needed, you can also update the Due Date.
  • Check project constraints- If the template is setting scheduling constraints (like ASAP), you may need to switch it to something like “Fixed Dates” or “Must Finish On” first, otherwise Workfront may override your update.

Sometimes the custom field isn’t immediately available right after project creation, so adding a short delay (like a Sleep step) can help. Make sure your Fusion connection has full write access to projects.

Hope this helps!

KellieGardner
Community Advisor and Adobe Champion
KellieGardnerCommunity Advisor and Adobe Champion
Community Advisor and Adobe Champion
May 20, 2026

​@devanshu16  - to have your project work backwards with the timeline, you need to 

  1. Set the Project schedule mode to Completion and then set the completion date or just change the due date of the final task to be the scheduled completion date (make sure your predecessors are set up accurately).
  2. Set your task constraints to as late as possible instead of as soon as possible to push them out later to align with your template timeline.
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