Transfer custom form data when converting an object
CREATED FOR:
- Admin
Depending on the business needs of your organization, the work defined in a task or an issue might become too large to manage 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 access to perform the steps in this article:
New: Standard
or
Current: Plan
For more detail about the information in this table, see Access requirements in Workfront documentation.
First: Add additional objects to the custom form
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Click the Main Menu icon
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Click Custom Forms.
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Find the form you need, then click
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At the top of the form, add the object you plan to convert the task or issue to.
INFOExample: If you want to transfer the custom form data to a project, select Project. -
Click Apply at the bottom of the form.
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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
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Add additional objects to the custom form on the issue or task you are converting, as explained in the section First: Add additional objects to the custom form in this article.
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Convert the issue or task using the Custom Forms option in the box that displays to select the custom form you need. For instructions, see the following articles:
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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.