Carryover Priority and Launch Date when converting a Request to a Project | Community
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June 16, 2017
Archived

Carryover Priority and Launch Date when converting a Request to a Project

  • June 16, 2017
  • 2 replies
  • 387 views

Currently, when you convert a request to a project, the Priority and Launch Date attributes are not carried over to the Project conversion screen.

Similar to how the Request Name is pre-populated as the Project Name on the Project conversion screen, it would be great if Priority and and Launch Date were also pre-populated. With the current version of WF, users needs to manually enter the Priority and Launch Date on the Project Conversion screen.

2 replies

July 25, 2017

We have the same problem - since it is not carried over, we have to rely on a manual update on the conversion. Manual processes always have the risk of failure. We'd like the customer to come over also when request is converted to a task.

April 12, 2019

It would be great to have that functionality to carry that entry date over.