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Enable Common Form Field Data to Be Transfered from Project to Issue

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Level 4

9/7/17

We currently accept project requests through our Request Queue. They come in as Issues, which we then convert to Projects. The data from the Issue custom form carries over into the Project custom form.

However, when we want to create an issue associated with a project, the common form field data does not populate on the issue. Workfront does not currently support common data fields to be populated when going from Project to Issue. This would be a useful function when the new Issue is then converted to a project.

The Use Case:
We create a master project to serve as the overview for a program. That master project has a wide variety of custom form fields to define the scope, deliverables, market, market sector, affected products, etc. We want to create issues for the separate deliverables, assign them to the relevant project managers, who will then convert those issues to projects. We don't want to manually enter the common, basic data (market, market sector, product, audience, etc.) that is already on the master project and that exists on the Issue form as well.