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


Level 10


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.



Level 5


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.


Level 10


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


Level 3


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.


Level 3


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.

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