Hello,
I've noticed that when we create a Demand from an Idea using the Create Task button and selecting Demand from the list, the description of the idea gets copied over to the Business Case field of the new demand. However, when we raise a demand using the Accept button, the description doesn't get copied over to the new demand. The UI actions have very different scripts and it's not clear to me how to implement the same functionality for the Accept button as this is used more often and users have complained. I think the Create Demand on Accepting Idea business rule has something to do with this but not sure how to solve my issue. Hope someone can help!
Thank you
Hi,
Accepting an idea is separate from actually creating the demand unless you're using the business rule that was released with New York to create a demand on acceptance of an idea.
In that business rule, there's an array of fields that will be pulled. Short description is there, but if your field is literally description or something else, you can add it to the array as you need and it'll be brought over:
Not sure how technical you are, but if you navigate to the idea form and right-click on any of the field labels, you can see "show" and then the name of the field, example:
Please mark reply as Helpful/Correct, if applicable. Thanks!
Hi,
Accepting an idea is separate from actually creating the demand unless you're using the business rule that was released with New York to create a demand on acceptance of an idea.
In that business rule, there's an array of fields that will be pulled. Short description is there, but if your field is literally description or something else, you can add it to the array as you need and it'll be brought over:
Not sure how technical you are, but if you navigate to the idea form and right-click on any of the field labels, you can see "show" and then the name of the field, example:
Please mark reply as Helpful/Correct, if applicable. Thanks!
