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stan255
June 3, 2024
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Requests into Task Templates

  • June 3, 2024
  • 1 reply
  • 1120 views

Hi, when an user submits a request, as far as my understanding goes, Workfront can only create an issue or task from that request.

Can Workfront accomplish the two below?

  1. Can WF create a Project from a Template from that request?
  2. Can WF attach a Task Template to an existing Project?
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Best answer by skyehansen

Yes to both. You can convert a request to a project using a template, or if a project already exists you can attach any number of tasks to it via attaching another template to the project. 

 

https://experienceleague.adobe.com/en/docs/workfront/using/manage-work/issues/convert-issues/convert-issue-to-project

 

https://experienceleague.adobe.com/en/docs/workfront/using/manage-work/projects/create-and-manage-project-templates/attach-template-to-project

 

1 reply

skyehansen
Community Advisor
skyehansenCommunity AdvisorAccepted solution
Community Advisor
June 3, 2024

Yes to both. You can convert a request to a project using a template, or if a project already exists you can attach any number of tasks to it via attaching another template to the project. 

 

https://experienceleague.adobe.com/en/docs/workfront/using/manage-work/issues/convert-issues/convert-issue-to-project

 

https://experienceleague.adobe.com/en/docs/workfront/using/manage-work/projects/create-and-manage-project-templates/attach-template-to-project

 

S
stan255Author
June 3, 2024

Thanks for the response, @skyehansen. How about attaching a task template to an existing project from a request submission?

The reason behind this is the team is trained on submitting a request. Attaching a template would require a training session which includes finding the task template to attach, how to attach them, etc.

lgaertner
lgaertner
June 4, 2024

Hello stan255,

 

I am quite sure, that this will not be possible without using Fusion or a "manual scripting way" using the Event Subscription API.

 

Would that be an option for your?

 

 

Regards

Lars

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