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SOLVED

Our users submit a request to the creative team by creating a request form, which is a custom form. It routes to our CS queue and then a project is opened. I'm wondering how best to manage repetitive requests.

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Level 2

We have one group of stakeholders who want to copy the custom form every time it needs to be submitted because the information, other than the title and the dates, don't change. Is there a way to copy the custom form?

Thank you.

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1 Accepted Solution

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Correct answer by
Level 7

We found a way but it is clunky.

  1. Find original request. Make sure it is not the project but the actual request.
  2. In the original request, select the 3 dots next to the project name and then choose ‚ÄòCopy.’
  3. In the next window, you can change the name of the request at the top. Keep the ‚ÄòSelect Destination Project’ as is. In the next step, check ‚ÄòClear Progress’ and ‚ÄòClear Updates’.
  4. A new request will be copied but it is still linked to the original project and is considered closed. To remove this link and to make it a new request, do the following.
  5. In ‚ÄòRequest Details’ tab in the ‚ÄòOverview’, click ‚ÄòEdit Overview’.
  6. Edit name if you didn’t do it above.
  7. Change ‚ÄòPlanned Start Date’ to today’s date.
  8. Change ‚ÄòPlanned Completion Date’ to your requested due date.
  9. Change ‚ÄòResolved By’ dropdown to just select ‚ÄòSelect Resolving Object’ and that will clear the link to the original project.
  10. Hit save.
  11. Select ‚ÄòCustom Forms’ to update any other information and click save when finished.

The request will now be in the queue as “New” and ready convert into a project.

View solution in original post

2 Replies

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Correct answer by
Level 7

We found a way but it is clunky.

  1. Find original request. Make sure it is not the project but the actual request.
  2. In the original request, select the 3 dots next to the project name and then choose ‚ÄòCopy.’
  3. In the next window, you can change the name of the request at the top. Keep the ‚ÄòSelect Destination Project’ as is. In the next step, check ‚ÄòClear Progress’ and ‚ÄòClear Updates’.
  4. A new request will be copied but it is still linked to the original project and is considered closed. To remove this link and to make it a new request, do the following.
  5. In ‚ÄòRequest Details’ tab in the ‚ÄòOverview’, click ‚ÄòEdit Overview’.
  6. Edit name if you didn’t do it above.
  7. Change ‚ÄòPlanned Start Date’ to today’s date.
  8. Change ‚ÄòPlanned Completion Date’ to your requested due date.
  9. Change ‚ÄòResolved By’ dropdown to just select ‚ÄòSelect Resolving Object’ and that will clear the link to the original project.
  10. Hit save.
  11. Select ‚ÄòCustom Forms’ to update any other information and click save when finished.

The request will now be in the queue as “New” and ready convert into a project.

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Level 2

Leah, thank you for taking the time to provide this answer. I read it a few weeks ago but neglected to respond. I appreciate your help ---