I have created a rule to copy a task from one project to another once the status is changed. However, when the rule runs, it only copies over the info in the default fields. Only some data in the custom fields is copied but other fields were not. Is there a reason not all of the data was copied?
I suspect the custom fields that aren’t copying are project-specific custom fields as opposed to library-based organization-wide custom fields. It would make sense that a custom field specific to a project would not copy to another project.
If I’m right, you should be able to resolve the situation by publishing those custom fields to the library and then adding them to the rule’s target project.
Thank you. That solved that problem.