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BrandonNW
BrandonNW
Level 6
June 16, 2021
Question

Keeping the converted issue "tied" to the resolving project

  • June 16, 2021
  • 1 reply
  • 1564 views

This should be an easy one. I am either missing something obvious or this isn't possible. I have a scenario that is searching for new requests/issues from a certain queue and converting them to a new project when they submit the request. When this runs, it pulls over the converted issue data (entered by, entry date, etc...), but then it deletes the converted issue. I am using a WF Misc Action card with an action of "convertToProject" and I have "Has Resolvables" checked. I can't think of another way to do this. Is there an option I am missing to keep the issue and tie it to the resolving object?

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    1 reply

    S
    Sbhuta
    Level 3
    June 16, 2021

    Hi Brandon,

    At the bottom of the Misc Action module, there is an attribute called "options". Update that with "preserveIssue".

    That should solve your concern

      M
      MollieSh
      Level 4
      November 2, 2022

      Hi, any idea if this function has been removed?  I have the following:

      {
          
      project: {
      "name": "Testing Sales Pursuit Plan",
      "programID":"6361406b001ac75c4b6e185d8ab832b3",
      "templateID":"63530b84000195201b931038d97f3c1b",
      "plannedStartDate":"2022-11-01",
      "options":"preserveIssue"
      }
      }
       
      And it creates a project from the template, but it still deletes the issue, and none of the custom fields from the issue transfer to the project.  Where can you find a list of items you can put in the "options"?  Thank you!
      undu82
      undu82
      Level 2
      November 14, 2022

      Hi, you need to use this structure:

       

      {
          "options": [
              "preserveIssue",
              "preservePrimaryContact"
          ],
          "project": {
              "name": "Some Name",
              "templateID": "Some ID",
              "ownerID": "Some Owner",
              "status": "PLN"
          }
      }
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