Auto creation- of project when demand is Completed

Aishwarya Pulas · ‎08-31-2023

Hi ,

So I have a requirement of auto creating a project from a demand when demand moves to Completed state. For now I am trying to replicate the Create Project UI action code into a BR or client script on demand form that triggers once demand moves to completed state , but no much success.

Note: the Create Project UI action is present on create project related link on demand form

Has any1 had the same requirement , or can guide me achieving this.Please consider that I am quite new to servicenow while answering.

Aishwarya Pulas · ‎09-01-2023

The UI action condition :

GlidePluginManager.isActive('com.snc.project_management_v3') && gs.hasRole('demand_manager') && (current.type == 'project' && current.project.nil())

UI Code :

var gDialog;

function convertDemandToProject() {

if (g_form.modified) {

return g_form.addErrorMessage(getMessage('You have not saved all your changes, save the demand record before creating project'));

} if(g_form.getValue('type') == 'project'&& g_form.getElement("calculation_type") && !g_form.getValue('calculation_type')) {

return g_form.addErrorMessage(getMessage('Please select a project calculation type under preferences.'));

}

var ga = new GlideAjax("AjaxCreateRelatedEntityFromDemand");

ga.addParam("sysparm_name", "checkPmoUpgrade");

ga.addParam("sysparm_source_table", g_form.getTableName());

ga.getXML(function(response) {

var result = response.responseXML.getElementsByTagName("result");

var isUpdrading = result[0].getAttribute("isUpgrading");

var isProjectCurrencyEnabled = result[0].getAttribute("isProjectCurrencyEnabled");

var isMoreThanOneProjectClassExists = result[0].getAttribute("isMultipleProjectClassExists");

var defaultProjectTable = result[0].getAttribute("defaultProjectTable");

if (isUpdrading === "true") {

g_form.addErrorMessage(getMessage("Financial Planning Upgrade Job Running. Cannot create Project."));

} else if (isProjectCurrencyEnabled == "true" || isMoreThanOneProjectClassExists == "true") {

gDialog = new GlideModal('demand_to_project');

gDialog.setPreference('sysparm_task_id', g_form.getUniqueValue());

gDialog.setPreference('sysparm_projTable', defaultProjectTable);

gDialog.setPreference('sysparm_isProjectCurrencyEnabled', isProjectCurrencyEnabled);

gDialog.setPreference('sysparm_isMoreThanOneProjectTableExists', isMoreThanOneProjectClassExists);

gDialog.setPreference('on_submit', onSubmit);

gDialog.setPreference('on_cancel', onCancel);

gDialog.setTitle(new GwtMessage().getMessage('Create project'));

gDialog.render();

} else

onSubmit(defaultProjectTable);

});

}

if (typeof window == 'undefined')

redirect();

function redirect() {

action.setRedirectURL(current);

}

function onCancel() {

if (gDialog)

gDialog.destroy();

return false;

}

function onSubmit(projName) {

var createProjectAjax = new GlideAjax("AjaxCreateRelatedEntityFromDemand");

createProjectAjax.addParam("sysparm_name", "createProjectAjax");

createProjectAjax.addParam("sysparm_sys_id", g_form.getUniqueValue());

createProjectAjax.addParam("sysparm_projName", projName);

createProjectAjax.getXML();

if (gDialog)

gDialog.destroy();

g_form.save();

return false;

}

I have tried replicating it in After update Business Rule with conditions:

state changes to Completed

Type is project

Project field is empty

role required: demand_manager

BR code :

(function executeRule(current, previous /*null when async*/) {

var shouldContinue = true; // Initialize a flag to control rule execution

// Check if any update or insert operation was performed

if (!current.update() && !current.insert()) {

gs.addErrorMessage('You have not saved any changes. Save the demand record before creating a project.');

shouldContinue = false; // Set the flag to false to stop rule execution

}

// Check if the demand is of type 'project' and if 'calculation_type' is not selected

if (current.type == 'project' && !current.calculation_type) {

gs.addErrorMessage('Please select a project calculation type under preferences.');

shouldContinue = false; // Set the flag to false to stop rule execution

}

if (shouldContinue) {

// Check for PMO upgrade and other conditions using GlideAjax

var ga = new GlideAjax("AjaxCreateRelatedEntityFromDemand");

ga.addParam("sysparm_name", "checkPmoUpgrade");

ga.addParam("sysparm_source_table", current.getTableName());

ga.getXMLWait(); // Wait for the response

var response = ga.getAnswer();

var result = new XMLResponse(response).getRootElement();

var isUpgrading = result.getAttribute("isUpgrading");

var isProjectCurrencyEnabled = result.getAttribute("isProjectCurrencyEnabled");

var isMoreThanOneProjectClassExists = result.getAttribute("isMultipleProjectClassExists");

var defaultProjectTable = result.getAttribute("defaultProjectTable");

if (isUpgrading === "true") {

gs.addErrorMessage('Financial Planning Upgrade Job Running. Cannot create Project.');

} else if (isProjectCurrencyEnabled == "true" || isMoreThanOneProjectClassExists == "true") {

// At least show a message here

gs.addInfoMessage('Not sure how to handle this');

} else {

// Handle the project creation logic here (similar to the onSubmit function).

var createProjectAjax = new GlideAjax("AjaxCreateRelatedEntityFromDemand");

createProjectAjax.addParam("sysparm_name", "createProjectAjax");

createProjectAjax.addParam("sysparm_sys_id", current.sys_id);

createProjectAjax.addParam("sysparm_projName", defaultProjectTable);

createProjectAjax.getXMLWait();

// After the project creation is complete

gs.addInfoMessage('Project created successfully.');

}

})(current, previous);

Aishwarya Pulas · ‎09-01-2023

This is the latest status , code:

It directly gives me error{0} from the createProjectAjax function when I move demand to complete state (adding createProjectAjax function) at end

(function executeRule(current, previous /*null when async*/) {

gs.log("Business Rule Project creation triggerd");

var shouldContinue = true; // Initialize a flag to control rule execution

// Check if any update or insert operation was performed

if (!current.update() && !current.insert()) {

gs.addErrorMessage('You have not saved any changes. Save the demand record before creating a project.');

gs.log("Value of Should Continue1: " + shouldContinue);

shouldContinue = false; // Set the flag to false to stop rule execution

}

// Check if the demand is of type 'project' and if 'calculation_type' is not selected

if (current.type == 'project' && !current.calculation_type) {

gs.addErrorMessage('Please select a project calculation type under preferences.');

gs.log("Value of Should Continue2: " + shouldContinue);

shouldContinue = false; // Set the flag to false to stop rule execution

}

if (shouldContinue) {

gs.log("Value of Should Continue3: " + shouldContinue);

// Create an instance of the script include

var scriptInclude = new AjaxCreateRelatedEntityFromDemand();

// Call the function to check PMO upgrade and other conditions

var response = scriptInclude.checkPmoUpgrade();

var isUpgrading = response.isUpgrading;

var isProjectCurrencyEnabled = response.isProjectCurrencyEnabled;

var isMoreThanOneProjectClassExists = response.isMultipleProjectClassExists;

var defaultProjectTable = response.defaultProjectTable;

if (isUpgrading === "true") {

gs.addErrorMessage('Financial Planning Upgrade Job Running. Cannot create Project.');

} else if (isProjectCurrencyEnabled == "true" || isMoreThanOneProjectClassExists == "true") {

// At least show a message here

gs.addInfoMessage('Not sure how to handle this');

} else {

// Handle the project creation logic here (similar to the onSubmit function).

scriptInclude.createProjectAjax(current.sys_id, defaultProjectTable);

}

})(current, previous);

createProjectAjax: function() {

var sys_id = this.getParameter('sysparm_sys_id');

var tablename = this.getParameter('sysparm_table_name');

var projectTable = this.getParameter('sysparm_projName') || 'pm_project';

var result = (new DemandToProjectCreationHelper()).createProject(sys_id, projectTable);

var invst;

if (new GlidePluginManager().isActive('com.snc.investment_funding')) {

invst = new sn_invst_pln.InvstDemandConversion(this._getDemand(sys_id), this._getRecord(projectTable, result.sys_id));

invst.updateExsistingInvestMentWhenDemandIsConverted();

} else if (new GlidePluginManager().isActive('com.snc.investment_planning_pmo')) {

invst = new InvstDemandConversion(this._getDemand(sys_id), this._getRecord(projectTable, result.sys_id));

invst.updateExsistingInvestMentWhenDemandIsConverted();

}

//if(GlidePluginManager.isActive('com.snc.project_management_v3'))

// projectTable = SNC.PPMConfig.getProjectTable(tablename);

var link = ' <a href ="/' + projectTable + '.do?sysparm_query=number%3D' + result.number + '">' + result.number + '</a>';

var message;

var prjGr = new GlideRecord(projectTable);

if (result.sys_id && prjGr.get(result.sys_id)) {

message = gs.getMessage("{0} {1} has been created.", [result.label, link]);

gs.addInfoMessage(message);

} else {

message = gs.getMessage("Error creating {0}", result.label);

gs.addErrorMessage(message);

}

return result.sys_id && prjGr.get(result.sys_id);

},