Transfer custom form data when converting an object

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:

  • You can convert issues to tasks, or to projects
  • You can convert tasks to projects

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.

For more information, see Overview of converting issues in Adobe Workfront or Overview of converting issues in Adobe Workfront.

Access requirements

You must have the following to perform the steps in this article:

Adobe Workfront plan*

Any
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: Copy the custom form

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.

TIP

Another way to retain custom form data in this situation is to add the larger object type to the custom form. For instructions, see the section Start editing a custom form in the article Create or edit a custom form.

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup .

  2. Click Custom Forms.

  3. Select the task- or issue-type custom form, then click Copy.

  4. In the Custom Form dialog box, specify a name for the new form.

  5. 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.

  6. Click Copy Form.

    This copied custom form can now be attached to a task or project.

  7. Continue on to Second: Convert the issue or task and transfer the custom form data.

Second: Convert the issue or task and transfer the custom form data

  1. 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.

  2. 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:

  3. 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.

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