Depending on the business needs of your organization, the work defined in a task or an issue might become too large to manage it within the task or the issue. In this case, you can convert them to a larger work item:
To transfer custom form data from an issue to a task or a project, you must complete the two tasks in this article, in the order below.
You must have the following to perform the steps in this article:
Adobe Workfront plan*
|Adobe Workfront license*||Plan|
|Access level configurations*||
Administrative access to custom forms
For information about how Workfront administrators grants this access, see Grant users administrative access to certain areas.
*To find out what plan, license type, or access level configurations you have, contact your Workfront administrator.
First you need to make sure that you retain any custom form data on a task or issue you want to convert. Because the custom form data must be an exact match on the converted item, it is best practice to duplicate the form so that you can attach it to the new object.
Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup .
Click Custom Forms.
Select the task- or issue-type custom form, then click Copy.
In the Custom Form dialog box, specify a name for the new form.
From the Form Type drop-down menu, select the type of object you want to create the new custom form for
Example: If you want to transfer the custom form data to a project, select Project.
Click Copy Form.
This copied custom form can now be attached to a task or project.
Copy the custom form on the issue or task you are converting, as explained in the section First: Copy the custom form in this article.
Convert the issue or task using the Custom Forms option in the box that displays to select the custom form you copied. For instructions, see the following articles:
In the Convert to (object type) dialog box that displays, click the Add Forms drop-down menu and select the form you copied in the previous section.
The information captured in the custom fields of the issue is now transferred to the custom form on the task.