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Can a Custom Field retain its value when the Activity Type changes?
Question asked by Conor O'Hare - November 9, 2014 at 1:05 AM
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We have users who submit jobs in the form of a request, I also have Custom Fields to capture extra information. Once the request is submitted and then I change the Activity Type from a Request to a Task, the Custom Field information is lost... Is it possible this information be brought through when the Activity Type is changed?

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Conor O'Hare Replied
November 14, 2014 at 12:52 AM
-- UPDATE--
I originally set the custom fields only for Requests and Tasks, not for "All activities…" 
I thought if the same custom fields were present in the same Activity Type, the data would pass through - however this is not the case. As soon as I added the custom fields to the "All activities" option, the data is passed between Activity Type.
My problem solved. Perhaps this might be an idea for future releases?
 
"To pass Custom Field data between Activity Types if labelled the same?"
 
Thanks
Conor

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