We have several request queues that route requests to the correct project manager. Each queue is for a different project scope.
We want to keep the name of the original queue in converted projects and in projects duplicated from the converted projects.
The standard converted request fields are deleted when a project is copied which makes sense.
Can I add some kind of calculated field to hold the name of the queue when the project is duplicated?
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@kautuk_sahni , for a number of reasons, I added a field to a custom form for scope. I set the default value for the scope in the project templates. We have different project templates for each scope value.
You best bet is to update the queue name while duplicating the project or if you're using Fusion this could be a small automation that takes care of it.
@KariB93WI Just checking in — were you able to resolve your issue?
We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could really benefit the community. Thanks again for being part of the conversation!
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@kautuk_sahni , for a number of reasons, I added a field to a custom form for scope. I set the default value for the scope in the project templates. We have different project templates for each scope value.