WF Fusion | Export Custom Form Details

[IsaacWu]

Hello,

I have a Fusion scenario that converts incoming Issues into Projects. I have a branch on the scenario that:

1. Applies the same custom form to the converted project (Misc Action module)
2. Gets the request details (Read a record module)
3. Copies request details from the issue to the custom form that is now on the converted project (Update a record module)

I'm having trouble figuring out which modules to add to now:

1. Export the custom form details present on the project
2. Upload the document to a document folder

Is this possible to automate? Let me know if there's any more details I can provide. Thanks so much for your insight!

[lgaertner]

Hello Isaac,

First of all I am not sure, If I understand your issue right, but why don't you copy the custom data from the request to the new project within the conversion step in your scenario?

And where do you want to export the "details present on the project" to?

Regards

Lars