How do I Limit the records that can be created from an idea?

[jayhun21]

How do I limit the target tables so that ideas are the source table to only enhancement and demand in the csm_map table?

[Anurag Tripathi]

How are they related?

for EG, if on one table the idea number gets populated on the parent field, then you can write a before insert/update BR to check if the current Idea is already added to one record, and if so then abort the update/insert

[jayhun21]

Along with requirement, they are related as determinants for when an idea progresses into a project. Our client wants to limit how ideas are created and by limiting the target tables so that ideas are the source table to just enhancement, requirement, and demand in the csm_map table.

[Paul Curwen]

You can simply deactivate the relevant entry in table csm_table_map.

Type csm_table_map.list in the filter navigator to go to the table list. 

Filter the list on 'Source Table' = 'Idea' and deactivate/activate as required.

The below screenshot shows an example of how to deactivate the creation of a Demand from and Idea. In this example the 'Create Task' button on the Idea form would no longer offer the option of creating a Demand. 

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