Convertir une requête en projet

Action personnalisée qui crée un projet à partir d'une requête d'amélioration et lie la requête au nouveau projet.

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)
  • manager
  • start date
  • portfolio (optional)

Upon creation of the project, the request is linked to the new project.

Installing on Sandbox?

Click here to install

Custom Actions

EntityAction Name
RequestConvert a request to a project