Option to automate turning requests to project | Adobe Higher Education
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coledxn
coledxn
Level 2
October 21, 2022
New

Option to automate turning requests to project

  • October 21, 2022
  • 2 respuestas
  • 708 visualizaciones

Description - the ability to automate turning requests to project with project templates 

 

Why is this feature important to you - we have many teams that receive a LOT of requests every week in our org and as a planner, a lot of my job will centre around setting up projects for the various teams, despite not being a part of their team! I am the bottleneck in our Workfront instance. Being able to automatically convert a request to a project would save me hours of work every week and streamline our request process.  

 

How would you like the feature to work - have the option to automate the request > project action based on templates set up in the system.

 

Current Behaviour - this option I don't believe is available based on posts in the Experience League community. Has to be done manually and means I'm a bottleneck for our request process. 

    2 respuestas

    HollySe
    HollySe
    Level 3
    October 24, 2022

    Hello! This is a feature that is not available natively in Workfront but can be achieved through the Workfront Fusion plug in. It may be worth exploring Fusion if your use of the tool is heavy on requests to projects and if you are interested in other automations/integrations. 

    Dusty_H
    Dusty_H
    Level 3
    October 25, 2022

    I would love the ability to auto convert requests to Projects through Workfront.  For requests that have a straight forward template conversion it would be nice to have this natively in Workfront.  If there are more complex actions that need to be taken based on selections notated in the request then it makes sense to use Fusion. 

    We have 100s of Requests submitted each week each submission has a clear linear path to conversion.
    Request Queue 1 --> Project Template 1
    Request Queue 2 --> Project Template 2

     

    This could potentially be achieved through the Request Queue options similar to Routing rules - to add a Convert to Project rule to allow for the request to be auto converted.

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