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_Manish_Singh
Level 9
Nov 11, 2026 11:46 AM UTC
New

Request → Project conversion should copy 'Admin only' field values

When converting a Request to a Project, values captured during intake don’t populate on the Project if the target fields/section are configured as visible to users but editable by admins only on the Project custom form. This causes manual re-entry and risks missing data.

Example:

Request custom form has a section called "PMO Intake Details” with fields:

  • Target Go-Live Date
  • Funding Approval ID

On the Request, anyone submitting/managing the request can enter and edit these values.

Project custom form has the same section/fields but configured so they are visible to everyone and editable by Admins only.

Current issue: After PMO converts the Request to a Project, Target Go-Live Date and Funding Approval ID are blank on the Project (not carried over).

Requested change: During conversion, Workfront should copy the Request values into the new Project automatically, while keeping the Project fields admin-edit-only (no permission change - just value carryover).

Note: Non-admins are experiencing this issue. For testing, login as non-admin first.

2 replies

IvanCyber64
Level 3
Nov 11, 2026 12:09 PM UTC

Hi ​@_Manish_Singh,

This is generally concerning, I have never noticed this behavior, or maybe I have never figured it happening, but this definitely has to be covered. Upvote ☝

Best regards,
Ivan Bebek

Practice Lead Work Management

CYBER64
Adobe Gold Solution Partner

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_Manish_Singh
Level 9
Nov 11, 2026 12:12 PM UTC

Yes, this should be addressed because we want to allow flexibility on the intake form while keeping a few things locked on projects.

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