Lock requests once converted to a project | Community
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MegSVT
New Participant
September 20, 2022
Investigating

Lock requests once converted to a project

  • September 20, 2022
  • 16 replies
  • 2674 views

Description - Once a request is converted to a project and assigned, it would be helpful if there was an option to "lock" the original request. 

 

Why is this feature important to you - Often, those who request projects add updates or documents to the original request versus the project and forget to @ whoever they are trying to communicate with, and those comments or documents are missed. 

 

How would you like the feature to work - Once converted, the request is locked (automatically would be preferred) but could also include an option for System Admins or Project Managers to unlock or make a change if necessary. 

 

Current Behaviour - I have found a workaround for this within the dashboard (removing the link to the request) but it is much too easy for requesters to click on "Requests" and then click the original request, which then leads to the original issue. 

16 replies

Employee
April 9, 2025

We are investigating this use case in scope of the new work intake / requesting service. Will provide more updates once we start the solutioning phase

Employee
November 25, 2024

Hi everyone,

 

We will look into this idea in scope of our new intake service that will replace current Requests.

 

Thanks for the idea!

Employee
May 31, 2024

Hi Everyone,

 

This is a great feedback and we are aware of this.

We look to improve the end-to-end work intake and requesting process in Workfront, both for sys admins and requesters, and we will make sure to consider this request as well.

 

Thanks a lot for your patience!

jon_chen
Community Manager
May 3, 2024

Thanks for the feedback @kundanism ! I will make sure the PM is made aware of this.

Kundanism
New Participant
May 3, 2024

@jon_chen This is required with such option "How would you like the feature to work - Once converted, the request is locked (automatically would be preferred) but could also include an option for System Admins or Project Managers to unlock or make a change if necessary. "

jon_chen
Community Manager
April 26, 2024

This idea is currently being investigated by the Workfront Product Management team. An official response will be provided by the end of May. Thanks for your patience!

 

@kasey-gagne @blakeco @jessicac_vg @mattmc2 @kevinqu1 @heather_kulbacki @megsvt @elenadooley @lb103 @kundanism 

 

ewanh
Employee
November 8, 2022

Thank you @heather_kulbacki and @kevinqu1 for those great insights.  If anyone can capture more likes on this from their friends/colleagues it will help the possibility for consideration and a response from our product teams. 

New Participant
October 18, 2022

Or if anything in the Updates on a Request are transferred to the projects update stream and at-tagged to the project owner automatically.

 

And yeah, we decided to let the Requests stay live, but we basically do everything we can to hide link to the project becuse they don't have access. So if a warning message was to come-up, customizing it would be ideal rather than the equivalent of "Access Denied" or getting the pointless access requests.

Heather_Kulbacki
New Participant
October 18, 2022

@ewanh  I think if the converted issue is locked to prevent comments or documents from being added, it would be great when someone clicked in the Update box (or on the Add New doc button or dragged a doc to the issue) a message would pop up letting them know: this issue has been converted to a project, the project team will not see anything added here, and providing a link to the project.

 

I suspect you will have Admins who want control over that message because I've talked to some who do not give the requestor access to the converted project - so that message would cause confusion and a bad experience for their users.

ewanh
Employee
October 18, 2022

@megsvt Thank you...

So the problem as you describe is likely felt by a lot of Workfront users (myself included). 

 

I also think more options for granular controls by System or Group Admins is desired as Heather mentioned and you noted as well is always desirable.

 

I'm curious if there is agreement on what the desired action to documents or comments on the "converted from" now locked object would be as I could see a handful of different possible directions there. For my work, as we convert requests to projects regularly,  I would want comments and documents to be added to the "converted to" object.  Curious what @elenadooley @heather_kulbacki @lb103 and @kundanism think.