Form to request conversion

EP Help General > Custom Forms > Form conversions
 

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You need to have the 'Add activities' permission within the project you are going to convert records to requests for.

 

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You must be added to a custom form's user list with the 'Edit and handle records' permission to be able to convert its records to requests.

 

 

The operation is identical to conversion to tasks, refer to Form to task conversion.