Converting records

EP Help General > Custom Forms > Managing records

You can convert any record to a project, task, issue or request depending on permissions in your project role or global role.

 

To convert a record to a project/task/issue/request:

 

1.

Click Custom Forms on the header menu.

2.

Locate the form you want to convert records from.

3.

Mouse over the record you want to convert.

4.

Click the 'Convert to' button to view the list of 4 available conversion options.

5.

Select an option, e.g. 'Convert to task'.

6.

The record will expand to display a mapping editor, where you can map each field of the record to available task fields.

7.

When done, click 'Convert to task'.

8.

Repeat 5 through 7 for any other conversion option (Convert to project, Convert to issue, or Convert to request).

 

pencil

The default field mapping in Step 6 will correspond to that of the respective conversion rule. However, you can override the default mapping by selecting your own mapping.

 

 

 

 

 

Related links: