Carrying over request calculated field values to converted objects

[CBuckwal]

I have a calculated field used to add a request tag to a request, based on user selections on the request custom form. The field is on a custom form that is attached to the queue topic. The field calculates great on the request but when the request is converted to a task or project, the calculation doesn't carry over and shows N/A in the task or project. The custom form containing the field is set for project, task and issue objects. A sample of the text mode is below.

IF({categoryID}="666902770070b579b760058a798a62b7",{DE:Mail-Email-Outreach Request Type},

IF({categoryID}="66673189002fd1bf87687601fe100381",{DE:Existing Email-Mail List Request Type}, "N/A"))

Is there any way I can add to the text mode so the calculation carries over to the request custom form with the calculated field, which is linked to the converted task or project? I would like to see the request tag calculated field when in the converted task or project. Thanks!

[skyehansen · Accepted solution]

this kind of calculation is dynamic -- recalculating as you go. My guess is that it's going to N/A because your project's first custom form is not the same as your request's first custom form.

For a more permanent solution, you should look into utilizing some sort of "IF(!ISBLANK" somewhere into your calculation. A quick example is something along the lines of:

IF(!ISBLANK({DE:Your calculated field}),{DE:Your calculated field},<Your original calculation goes here>)

In other words, if this field is not blank, then keep the value as it is, otherwise if it's blank, make the calculation happen.

[CBuckwal]

Thanks! That's a great idea. I'm going to try adjusting the calculation to include "IF(!ISBLANK", as you suggested.

[CBuckwal]

I got it to work with a slight adjustment to your suggestion by adding {convertedOpTask} to my calculated field. 

IF(!ISBLANK({convertedOpTask}.{DE:my calculated field}),{convertedOpTask}.{DE:my calculated field},<Your original calculation goes here>

Thanks very much