Custom data transfer when an issue is converted to a task/project

Issue is converted to a task/project

Sometimes there is a need to convert an Issue to a Task or Project within the system. The Issue has custom data attached and you wish to populate it automatically during the conversion process into the newly converted object’s custom form. How to do that?


Custom data to populate in the new task/project automatically

Please see the steps below:

  • In Setup>Custom Forms find the Issue form (attached to the Issue you want to convert)
  • Select it from the list>click Copy>select from the dropdown the object type>rename and save 

  • Go to the Issue>Issue Actions>Covert to Task/Project>Custom Forms>attach the copied Form>data will autofill from Issue form