A very useful thing about custom forms is that they can be easily converted to projects or activities (one of the three type). This is called form conversion. The process includes mapping the form fields to those of a project or activity and actual creation of target projects or activities from the records as these are submitted to an active form.
You can do the following conversions:
- custom form to a project;
- custom form to a task;
- custom form to an issue; and
- custom form to a request.
The conversion of a form is possible in two modes:
- You create a conversion rule
To learn more about both modes use the links below.