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

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Level 2

16-06-2017

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 Comments

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Level 10

25-07-2017

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.