Hi Terry, No I don't think you're missing anything. There is no Primary Contact (or equivalent field) on a Task and thus the information is not currently brought over (as far as I know). We ran into this problem a couple of years back and used our API to solve it. We have it convert the Issue to a Task and add the Primary Contact name to the beginning of the Description field so we know who the original requestor is. WF may have added something to solve this problem by now, but I haven't seen anything indicating that.
Question
This one has me stumped for today and hoping someone can let me know what I am possibly overlooking or not thinking of. Here is the situation:
A user submits a request through a request queue. The request is routed to an Agile Team (Scrum). The team manager vets the request, and then converts the request to a task, which resides in a larger bucket project. However, once the request is converted to a task, there is no information on the task that indicates who the original requestor was. The task now only indicates that the team manager is the 'requested by' person. (It does not carry over any system update information from the original request either, to show who the requestor was.) So, if this task gets reassigned to another person on the agile team, they have no way of knowing who the original requestor was, in case there is a need to follow-up with that person. Right now, the team manager leaves a note in the task update as to who the original requestor was but sometimes this gets overlooked to do.
In my admin settings, I have indicated for Tasks to keep the original issue and tie its resolution to the task, and allow primary contact to have access to the task.
Is there some setting that I am missing that would allow original requestor information to be carried over automatically to the task?
Thanks!
Terry Terry Hynd EBSCO Information Services
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