How to keep custom form data attached to request when converting to a project? | Community
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Grouchy_hawk
Level 2
February 1, 2022
Question

How to keep custom form data attached to request when converting to a project?

  • February 1, 2022
  • 1 reply
  • 459 views

I use request queues and have a custom form set up for users to fill out. When we convert the request to a project, we lose the custom form data unless we cloned the task custom form as a project. That seems silly and is duplicative. When I need to update the one custom form, I have to remember to go update the one I cloned as a custom form for a project. You also cant just copy the 1 form and overwrite the existing one, so forget that suggestion.

Can we please have the ability to set up custom forms regardless if they are for tasks, projects etc.?

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    1 reply

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    KevinQu1
    Level 10
    February 2, 2022

    Duplicating all request-to-project custom forms in this way has been bugging me from Day 1.

    Sadly, it is also "working as intended."

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