Is there a way to program the status for a request converted into a project in the following scenario: | Community
Skip to main content
O
OliviaMi
Level 4
May 11, 2021
Solved

Is there a way to program the status for a request converted into a project in the following scenario:

  • May 11, 2021
  • 2 replies
  • 827 views

We have requests coming in that will end up on our 3 year roadmap. We want to convert those requests into holding projects for reporting/tracking purposes. We'd like for the request status to equal "ROADMAP" when the resolving project status is "ROADMAP".

Thank you!

    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
    Best answer by Richard_Le_

    Hi Olivia,

    This article on Workfront One explains how to achieve the syncing of custom statuses between resolving and resolvable objects in the system.

    In short (as Kundan indicated), you would need to build a ROADMAP custom status for both projects and issues. Note that you must ensure that the key (the 3 character code used to reference this status in the background) is the same for both statuses. Then when you convert a request into a project and tie it's resolution to that project, the status will automatically sync.

    Best Regards,

    Rich

    2 replies

    Kundanism
    Kundanism
    Level 10
    May 12, 2021

    Hi @Olivia Miasik‚

    If understand correctly, you can create a status with name as "ROADMAP" and equate this with status as highlighted in the attachment.

    Then that can be used in your request handling until project.

    Mvh

    Kundan.

      R
      Community Advisor
      Richard_Le_Community AdvisorAccepted solution
      Community Advisor
      May 12, 2021

      Hi Olivia,

      This article on Workfront One explains how to achieve the syncing of custom statuses between resolving and resolvable objects in the system.

      In short (as Kundan indicated), you would need to build a ROADMAP custom status for both projects and issues. Note that you must ensure that the key (the 3 character code used to reference this status in the background) is the same for both statuses. Then when you convert a request into a project and tie it's resolution to that project, the status will automatically sync.

      Best Regards,

      Rich

        O
        OliviaMiAuthor
        Level 4
        May 19, 2021

        Thank you! That article helped - I was missing the step to have the codes of the statuses be the same. Appreciate the help!

        Terms & ConditionsAccessibility statement

        Loading footer...