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


Level 2

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


Level 10

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

Sadly, it is also "working as intended."