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ConnorO2
ConnorO2
Level 4
February 11, 2025
Solved

Issue with Converting Objects with Templates

  • February 11, 2025
  • 1 reply
  • 593 views

When converting an issue into a project with a specified template, I've noticed that certain settings aren't being pulled in. 

  • Template didn't use the correct Schedule Mode type
  • Program didn't assign even though it's listed on template

Just wondering if anyone else has experienced this before? 

 

I have created a module to update the project after the fact but I would rather not have to do this every time something doesn't pull over. 

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Best answer by Lawson02

Which module are you using? If you are using the Convert Object module I recommend using the "Misc Action" convert instead.

Try using the module "Misc Action" -> "Record Type: Issue" -> "Action: Convert to Project"

1 reply

Lawson02
Lawson02Accepted solution
Level 6
February 12, 2025

Which module are you using? If you are using the Convert Object module I recommend using the "Misc Action" convert instead.

Try using the module "Misc Action" -> "Record Type: Issue" -> "Action: Convert to Project"

    ConnorO2
    ConnorO2Author
    Level 4
    February 12, 2025

    @lawson02 Yes I'm using the Convert Object module, I will try what you suggested. Thank you! 

    ConnorO2
    ConnorO2Author
    Level 4
    February 13, 2025

    @lawson02 Seems like a lot to map out when the template in Workfront has everything I already need on it. 

    Is there not a way for when the project is converted to keep all the values of my custom forms & project overview that I have saved on the template? 

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