Is it possible to associate more than one project per issue? | Community
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Lyndsy-Denk
Community Advisor
Community Advisor
December 12, 2022
Solved

Is it possible to associate more than one project per issue?

  • December 12, 2022
  • 2 replies
  • 1746 views

It's not unusual for a request to come in that results in more than one project. How do we best reflect those relationships? Will the "Convert to"function work more than once? If so, will it carry custom form data for both resolving projects? Will those resolving projects both be reflected with the issue?

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Best answer by Heather_Kulbacki

Hi @lyndsy-denk 

The "convert to" function will work more than once and will carry custom form data to multiple resolving projects. However, only the last project to be created will be linked to that issue.

 

You can resolve multiple issues with 1 project

But you can't have multiple projects resolving the same issue

 

We've insisted that if multiple projects are needed, multiple requests must be submitted. The relatively new copy/resubmit function for requests has alleviated a bit of the pain with that.

2 replies

Heather_Kulbacki
Community Advisor
Heather_KulbackiCommunity AdvisorAccepted solution
Community Advisor
December 13, 2022

Hi @lyndsy-denk 

The "convert to" function will work more than once and will carry custom form data to multiple resolving projects. However, only the last project to be created will be linked to that issue.

 

You can resolve multiple issues with 1 project

But you can't have multiple projects resolving the same issue

 

We've insisted that if multiple projects are needed, multiple requests must be submitted. The relatively new copy/resubmit function for requests has alleviated a bit of the pain with that.

Level 2
January 10, 2024

Hi, I'm not clear on the "new copy/resubmit" function. We are exploring a pilot to use one request issue for multiple resolving projects. The idea is for the Stakeholder to submit a full campaign brief that multiple project managers will leverage for their specialized projects.

Level 3
October 18, 2024
 

I'm exploring this topic because we need to maintain a connection between an issue and multiple projects related to it. What I found is that you can add a calculated field on the project form to record the name of the issue it was converted from. This way, you can report on the project/issue association, whereas the "resolved by" option only tracks the most recent conversion.

 

The field code is below

 

Field name/label: Original Issue Reference

 

IF(
  ISBLANK({DE:Original Issue Reference}),
  IF(
    ISBLANK({convertedOpTaskName}),
    "",
    {convertedOpTaskName}
  ),
  {DE:Original Issue Reference}
)