convert idea into demand

VSN
Tera Expert

i have to convert idea into demand by clicking on the ui action button if the investment is less than 10k$.

can any one help me to achieve this functionality 

2 REPLIES 2

yasutaka ono
Giga Guru

this is the sample UI Action and script.may be it works.


UI Action record. 
Name: "Convert to Demand"
Table: "Idea [idea]"
Action name: "convert_to_demand"
Order: Specify the appropriate order.
Visible: Set the appropriate configuration as needed.
Condition: Specify the appropriate condition as needed.
Script: Write the script. Here's an example:

(function executeAction(current, previous) {
  var investment = current.investment; // Modify the field name as appropriate for the investment amount
  
  if (investment < 10000) {
    var demand = new GlideRecord('demand');
    demand.initialize();
  
    // Set the required fields
    demand.short_description = current.short_description;
    demand.description = current.description;
    // Set other necessary fields
  
    // Save the Demand record
    var demandSysId = demand.insert();
  
    // Update the Idea with relevant information
    current.state = 3; // Change to the appropriate state, such as "Complete"
    current.demand = demandSysId;
    current.update();
  } else {
    gs.addErrorMessage("The idea cannot be converted to Demand because the investment amount is equal to or greater than $10,000.");
  }
})(current, previous);

 

SimonL898794821
Mega Sage

I am not familiar with the idea and demand states, relationship etc. But this is somewhat of a standard UI action script that you can customize and use.

// Change the current record state to "Closed Complete"
current.state = 3; // Assuming "Closed Complete" state is represented by the value 3

ar gr = new GlideRecord('demand_table'); // Replace with the correct table name
gr.initialize();
gr.field_name=current.field_name; // if you want information in some fields
gr.field_name.setDisplayValue(current.field_name); // if you want information in some fields
gr.insert();
gs.addInfoMessage("Idea has been transformed to demand.");

 For the investment is less than 10k condition, use the condition field in the UI action.