Requestor needs to add a file after a Project has been created | Community
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FlorenceCr
Level 3
March 12, 2021
Question

Requestor needs to add a file after a Project has been created

  • March 12, 2021
  • 5 replies
  • 1119 views

We have a situation where a Requestor was asked to provide a file after their request was turned into a project. Since the Requestor (with a Request license) can't add a file to a project, they added it to the original request. Unfortunately, the person working on the project didn't know the file was added so the project sat.

Has anyone dealt with this issue and come up with a resolution?

Thanks,

Florence

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5 replies

K
KevinQu1
Level 10
March 15, 2021

Honestly…email (+Box) was our solution.

    imgrund
    Adobe Employee
    imgrundAdobe Employee
    Adobe Employee
    March 15, 2021

    I usually recommend that the team uses the "Request a Document" feature, but in the Request (because the requestor doesn't have access to the project). By using the Request a Document feature, there is an email notification when the requestor has uploaded it so you know right away and can easily move it to the project.

      SamanthaIsin
      SamanthaIsin
      Level 7
      March 16, 2021

      We give our requestors permission to add documents and make updates to the project. We also train them to be very diligent about making updates and tagging the owner of the project whenever they need something so nothing gets lost. Is there a reason this wouldn't work for you?

        F
        FlorenceCrAuthor
        Level 3
        March 16, 2021

        Our requestors aren't able to upload documents in a project. How were you able to give them permission to do so?

        F
        FlorenceCrAuthor
        Level 3
        March 16, 2021

        Thanks Anthony. I do see that the Requestor has access to View projects with the added ability to "Add Documents" and "Add Issues". However, when I log in as a Requestor and go to a project, the "Documents" tab (New Experience) doesn't show up even though I indicated in the Layout template that the Requestor layout should include the Documents tab. I wonder if this is a New Experience layout issue.

        ElenaDooley
        ElenaDooley
        Level 4
        March 16, 2021

        Those are good suggestions. I've had similar issues with users "working" (making updates or adding documents) back in the original issues rather than the resolving project and posted a question in the community along with an idea in the idea exchange a few months ago for more flexibility in the issue/request control settings.

          F
          FlorenceCrAuthor
          Level 3
          March 16, 2021

          Thanks Elena. I voted for your idea to add the ability to lock converted issues.

          K
          KevinQu1
          Level 10
          March 17, 2021

          We're in a similar conundrum:

          We don't want to delete the original request/issue, but we also don't want them editing it after it's converted to a project or task. We categorically don't give requesters access to the project, so that really isn't a workaround either.

          What I did was block the path of least resistance by creating a dashboard for requesters that shows requests that have been converted, but does not give them a clickable link. Not perfect but the best we could come-up with. We also train requesters not to do post-conversion edits via PDF and video.

          We deal with post-submission/post-conversion adds/changes via email, or via additional in-system requests.

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