Issue/Request Conversion to a Task or Project - Need customer details to come through | Community
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M
MarieKe1
Level 6
June 6, 2017
New

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

  • June 6, 2017
  • 4 replies
  • 588 views

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 replies

    H
    HeatherRe
    Level 3
    June 7, 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.

    M
    MarieKe1Author
    Level 6
    June 28, 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

    S
    StephanieFi
    Level 2
    May 22, 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.

    C
    ChristineZh
    Level 3
    October 6, 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.

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