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Change type Risk to Issue

  • March 25, 2024
  • 2 replies
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Hi all, hoping someone could help with my question. When I change the type of a Risk to an Issue, the system seems to delete the risk record, replacing it as an Issue with a unique ID. Is this expected behavior?

thanks Jess

Best answer by jaredT

If you are doing that through the “Change Type”  menu - then yes I believe that is expected behavior as you are changing the type of object.

 

In our situation - we created a custom action, that creates an Issue from the Risk and closes the Issue, then we work in the Risk.  This enables us to see how many risks we had, and maintain that history.

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  • March 26, 2024

If you are doing that through the “Change Type”  menu - then yes I believe that is expected behavior as you are changing the type of object.

 

In our situation - we created a custom action, that creates an Issue from the Risk and closes the Issue, then we work in the Risk.  This enables us to see how many risks we had, and maintain that history.


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  • March 29, 2024

Thank you for your reply Jared, I’ll create a custom action as well. Thanks again.