Template question

Forum|Forum|4 years ago
November 2, 2021
4 replies
1372 views

A user used the wrong template when converting a request. Is there a way to change the template after converting the request?

Workfront

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Best answer by kynabaker16

Hey Kevin,

That is unfortunately not possible. So sorry!

Kyna

K

KevinQu1

New Participant

If you catch it before the user gets to far, they can simply go back to the request and re-convert the request to the correct template. This will disconnect the resolved-to link from the first project, and you'll have to delete the first project.

RandyRoberts

New Participant

Did you convert the request to a project? If so, you can add the template you want and delete the tasks from the wrong template.

C

cabutter

New Participant

I imagine there might be a report that checks for which template was used for creating the project - which is fixed in this case (which makes sense).

To that point, It would be great to be able to restrict which templates can be used to make projects and which templates are only used by attaching to existing projects.