Moving custom fields from quote to project XTRF Client Portal API

Question

I have a problem with moving Custom Fields from quote to project. Quotes are created via Client Portal API and as far as I know theses quotes are classic ones. When I create project from classic quote, project doesn't populate custom fields.

I tried to update project manually with quote's custom fields. Everything I have is classic quote with numeric id. I extracted idNumber from quote, and searched for project using with method https://prisma.s.xtrf.us/customer-api/doc/pages/projects.html#GET_/projects and adding ?search=quoteIdNumber. Then I received project created from quote.

I tried to update project's customFields manually from quote's customFields, but I didn't succeed. I extracted projectId from received project and tried this method https://prisma.s.xtrf.us/api/doc/users/pages/v1-projects.html#PUT_/projects/{projectId}/customFields to update project's custom fields. I received error that I am trying to update Smart Project and I should use newer API, but V2 API for Smart Projects requires different project Id than I received. I received project id like this 576, but updating smart project requires id like this ABCDEFGHIJKLMNOP.

Is there a way to move custom fields from classic quote created via Client Portal API to new smart project created from that quote?

Answer 1

Have you tried using different custom field scope? What I mean is a scope where custom field is shared between quote and project. See picture