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Level 3
Mar 8, 2025 7:42 AM UTC
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Best approach for selectively transferring custom fields from request to project level....

This is more of a strategic question rather than a technical issue.

 

I have a custom form at the request level that contains hundreds of fields. When a request is converted into a project, I need to retain about 95% of those fields but exclude a few that would only cause confusion at the project level.

 

If I needed to transfer all fields, the solution would be straightforward - I’d simply make the custom form at both the request and project levels and attach it to the project when doing conversion in Fusion.

 

However, since I need to exclude a handful of fields from the custom form, what’s the best approach? My plan was to create a separate project-level custom form containing only the required 95% of fields and use Fusion to map the data accordingly, but considering the number of fields, this could become a time consuming/tedious task.

 

Is there a more efficient way to handle this? Any insights or past experiences would be appreciated!

Sven-iX
Sven-iXAccepted solution
Community Advisor
Mar 8, 2025 12:04 PM UTC
create a separate project-level custom form containing only the required 95% of fields

This is the way. When you convert an issue, and use a template that has the 95% project form, only the project fields get populated. This even works when you manually convert an issue and add the 95% form.

8 replies

Sven-iX
Community Advisor
Sven-iXCommunity AdvisorAccepted solution
Community Advisor
Mar 8, 2025 12:04 PM UTC
create a separate project-level custom form containing only the required 95% of fields

This is the way. When you convert an issue, and use a template that has the 95% project form, only the project fields get populated. This even works when you manually convert an issue and add the 95% form.

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ab_cdefAuthor
Level 3
Mar 9, 2025 12:14 AM UTC

First of all, thank you @sven-ix  & @doug_den_hoed__atappstore for your input!!

And @doug_den_hoed__atappstore, moving the 5% to an admin-only view and edit section is a fantastic idea!

@sven-ix , I just realized that in my case, the project is not created by converting the request but is instead a completely new object. Given that the request and project are not directly connected, is there a way to copy 95% of the custom fields from the request to the project?

As I understand it, the "copy custom forms"" feature in Fusion wouldn't work in this case.

So.... is there an alternative way to achieve this?

 

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Sven-iX
Community Advisor
Community Advisor
Mar 9, 2025 1:16 AM UTC

Rats - then you need to use Fusion and map the fields from object the the other

How come the request is not being converted? 

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Doug_Den_Hoed_AtAppStore
Community Advisor
Community Advisor
Mar 8, 2025 2:21 PM UTC

 

Hi @ab_cdef,

 

I concur with you and @sven-ix, and if you're looking for the easiest path, suggest you manually copy Form Full as Form 95 Percent, then delete the 5% you intend to exclude...or (noting such an exclusion does indeed lose data) move them to a special Save Just In Case section within the form, viewable and editable by Only SysAdmins, if this half of the sentence resonates.

 

Regards,

Doug

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