Form to project conversion

EP Help General > Custom Forms > Form conversions
 

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You need to have the 'Add projects' global permission activated in your role to be able to convert records to projects.

 

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You must be added to a custom form's user list with the 'Manage this custom form and its records' permission to be able to convert the form to projects.

 

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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 projects.

 

 

You can convert custom form records to a project either manually or automatically. For details on manual record conversion, see Converting records.

 

Conversion rules

 

To set up a rule for converting a form to a project:

 

1.

Click Custom Forms on the header menu.

2.

Click 'Manage custom forms'.

3.

Go to Active tab to view the active forms, or to Draft tab to view draft forms.

4.

Click the 'Edit form' link on the tablet of the form that you want to convert to a project.

5.

As the form editor opens, turn to the 'Conversion rules' section.

6.

Click the Project drop-down.

7.

Select a project template to use for conversion (optional).

8.

Select a portfolio to add the projects resulting from conversion to (optional).

9.

Map the rest of the fields of the form to those of the project.

 

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The above process sets up default field mapping while converting records of a form to a project. When doing conversion of individual records, you can always change the default settings. See Converting records for details.

 

 

Automatic conversion to project

 

The process described above sets only a rule for converting form records to projects. It instructs Easy Projects what destination portfolio to choose and which form fields to link with which project fields, etc. The actual conversion is done using the rule.

 

For manual conversion of individual records, see Converting records.

 

Easy Project also offers the opportunity to convert form records as they are submitted to projects, tasks, issues or requests automatically.

To do so, it will use the conversion rules set according to the procedure described above.

 

To enable automatic conversion of form records to projects:

 

1.

Click Custom Forms on the header menu.

2.

Click 'Manage custom forms'.

3.

Go to Active tab to view the active forms, or to Draft tab to view draft forms.

4.

Click the 'Edit form' link on the tablet of the form that you want to convert to a project.

5.

As the form editor opens, turn to the 'Conversion rules' section.

6.

Set a rule for converting to project as explained above under Conversion rules.

7.

Select 'Auto convert all submissions to:'.

8.

Select 'Project' in the first drop-down list.

9.

Select the project manager to be assigned automatically to each project being created.

 

 

 

 

 

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