Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
Bedrock Mission!

Learn more

View all

Sign in to view all badges

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


Level 2


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.



Level 10


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.