Convert a Request to a Project
A Custom Action that creates a new project from an Enhancement Request and links the Request to the new project.
Specification: Integration Apps
Categories: Professional Services, Marketing, IT
Capabilities: Process Automation
About This App
A Custom Action that creates a new project from an Enhancement Request and links the request to the new project.
The user provides:
- name (automatically set to request name)
- template (optional)
- start date
- portfolio (optional)
Upon creation of the project, the request is linked to the new project.
Installing on Sandbox?
Click here to install instead of the button above
|Request||Convert a request to a project|