Keeping all custom forms when converting issue to project

Question

I'm trying to convert an issue to a project, attach a template to the project, and keep all custom forms and data associated with them. I can't seem to get the custom forms from the issue and their data to transfer over. At first I tried using the "Convert Object" module but after reading a previous post "Workfront module Convert object - custom form data" it looks like I need to use the "Misc Action" module and Issue -> convertToProject" to prevent data loss and keep all of the form metadata. I tried using only the "Copy custom data" checkbox but I'm only able to transfer the data from one form over to the new project via the "Category ID" which doesn't accept more than 1 form. I tried mapping over the objectCategories:category ID's but I can't find that section in the "Misc Action" module. How would I transfer multiple forms and their data to the new project?

ChrisStephens · Accepted Answer

As long as you have the "copy custom data" checkbox checked, and the forms are also project forms, you shouldn't need to specify anything else, Workfront will do it for you.

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