Trying to kickstart issues + the custom forms data | Community
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JohnMi
December 22, 2022
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Trying to kickstart issues + the custom forms data

  • December 22, 2022
  • 2 replies
  • 1719 views

Hi,

 

We are migrating out requests from SharePoint to Workfront. These requests are Queue Topics with a custom form. We have data from SharePoint of previous requests we would like loaded into Workfront so it populates the issue and forms. I cannot find what Kickstart export and fields align to this. I have exported "Issues" and "Custom" and cannot find any of the values that are entered into those custom forms. Any advice?

 

Thanks,

John

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    Best answer by Kurt_Jones

    In my case above this is the user kickstart export so each row is a user.  We only have one custom form we use for all users which is that 611.... number under the CategoryID.  The CategoryID is the custom form we need to add to each user when we upload them.  So I went under System->Import Kickstart->User and then downloaded that spreadsheet.  Then filled out data under the fields I needed populated, like the custom form info I noted.  Hope this provides a bit more clarity for you.

    2 replies

    L
    Leigh_Hasty
    December 26, 2022

    Hi John,

    To clarify, is the question how to use custom fields in a Kickstart?

    If so, then I would suggest adding that custom field to a report, capturing the true field name (i.e. querysort=DE:QuadEmployeeID).  So in this case you'd use "setDE:QuadEmployeeID" in the column header and then populate the remainder of the column with the corresponding field options.  What I can't recall is whether or not you need { } around the custom field name or not, so maybe try one way then another.    

    Hope that helps.

    Leigh

      Kurt_Jones
      Community Advisor
      Kurt_JonesCommunity Advisor
      Community Advisor
      December 30, 2022

      John,

      Here's an example I had using the User kickstart template when we needed to add some users.  We have a custom form we needed to attach to each user profile with some custom fields we needed to have filled out.  You need to have the ID of your custom form under the setCategoryID and you can simply add your custom field names at the end of the column with the answer data you need.  See the attached pic.

       

       

      J
      JohnMiAuthor
      January 3, 2023

      Thanks @kurt_jones . I am assuming each row represents a form. How did you then connect each row to a specific user profile? I think I can do what you did above. I also can create the individual issues but how do I tie them together in the Kickstarter?

       

      Thanks again and happy new year!

      Kurt_Jones
      Community Advisor
      Kurt_JonesCommunity AdvisorAccepted solution
      Community Advisor
      January 3, 2023

      In my case above this is the user kickstart export so each row is a user.  We only have one custom form we use for all users which is that 611.... number under the CategoryID.  The CategoryID is the custom form we need to add to each user when we upload them.  So I went under System->Import Kickstart->User and then downloaded that spreadsheet.  Then filled out data under the fields I needed populated, like the custom form info I noted.  Hope this provides a bit more clarity for you.

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