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

Adobe Summit is happening now. Discover what's next in customer experience.

Issue/Request Conversion to a Task or Project - Need customer details to come through

Avatar

Level 10

06-06-2017

We have a request process. When a customer submits a request we either convert it to a task or a project. Either way - we lose the customer name / detail on the conversion. We need a field to have this information come over with the conversion.

4 Comments

Avatar

Level 5

07-06-2017

As a work around to solve this need, we had to implement a required Primary Contact text custom field within the custom form that is attached to our tasks and/or projects which needs to be manually entered by the user when converting the issue object to a task or project.

Avatar

Level 10

28-06-2017

Heather: Nice suggestion! I will implement this.

Workfront: Though we have a workaround, it is manual so prone to errors. I would still like this issue resolved

Avatar

Level 3

22-05-2018

Agreed! this is definitely necessary, even if it is a checkbox on conversion like "keep request/issue data upon conversion". Need to be able to see this data and report on it.

Avatar

Level 3

06-10-2021

It would be great to not have to create a Primary Contact custom field and have the requestor add in their info again as it should be tracked as part of their user credentials.

The ultimate experience is back.

Join us in Vegas to build skills, learn from the world's top brands, and be inspired.

Register Now