Is field mapping necessary when setting up CWM integrated teams?

Nat Hunter · 4 weeks ago

We have setup a couple of EAP/CWM integrated teams to enable working with multiple records types when planning sprints.

Doing so has created a CWM Board for that integrated team and the work items have been created as CWM tasks. However the "Description" , "Detailed Description", "Assignment Group", "Assigned to" fields on the CWM task are all blank. Is it necessary to map these between the originating record and the CWM task? If so, where is this done?

Sunil B N · 2 weeks ago

Hi Natalie,
There are two aspects to it.

1. Duplication of data.
2. Security - we need to enforce same security rules of original record on these fields, now imagine the same for n number of types of tasks.

If its only specific to 1-2 tables in your organisation, you can do this customization to keep CWM task in sync and the same access control rules to those fields.
Let me know if this helps.
Best Regards,
Sunil B N

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Sunil B N · 4 weeks ago

Hi Natalie,

There will be no sync b/w originating record and CWM task apart. (Exception for Story fields like story points, acceptance criteria, sprint).

All data will be shown from original record itself. This would not impact users in what they see in CWM.
May I understand what issue is being faced with data not being copied to CWM task so that I can help here?
Best regards,
Sunil B N

Nat Hunter · 3 weeks ago

Hi Sunil

If one looks at the "CWM Tasks" related to the "CWM Board" that is created when an EAP Team is integrated with CWM, the CWM Tasks have their own "Short Description", "Description" fields. These fields are not populated with the corresponding fields for the underlying "Task" record on the CWM Task table. This is problematic if using the sn_cwm_task table for "List" type reporting.

On the board itself the field are populated (assuming they are being read from the related "task" record)

Sunil B N · 3 weeks ago

Hi Natalie,
We understand the challenge. One possible way is to dot walk on task reference field on CWM Task to get the original record's fields.
Best Regards,
Sunil B N

Nat Hunter · 3 weeks ago

Thanks Sunil. One potential option could be to implement a business rule on the CWM task table to populate the values from the Task field and drive consistency.
Do you have any views on whether this would be a viable approach, or any risks we should be aware of?