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Can you copy a custom form from one object to another?


Level 9

I'd like to copy the custom form data that's on a project, into a new request (vs. starting a new request and having to input all the data again).

Does anyone know if this is possible, or a workaround that will let it happen?


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1 Reply


Level 10

Hi Christina - Unless you have an API automation or Fusion, you can't go from Project to New Request.

However, last year, we released the feature that you could create a new request from a "copy" of an old request. In a sense, it copies everything, but it is a completely new request.