Enable ability to create a demand from an Idea

[MGR]

HI all,

I have a requirement below please check once and do the needful.

• Add a UI Form Link Action called "Create Demand"
• Link appears when Idea State = Accepted and Request Type = Project
• When selected, the system creates a new Demand and
• Copies fields below to Demand and sets the Demand state to Submitted in demand form

                             ○ Enters the Demand into the Task field of the Idea

                             ○ Marks the Idea as Completed

• Link appears when Idea State = Accepted and Request Type = Project
• When selected, the system creates a new Demand and

              ○ Copies fields below to Demand and sets the Demand state to Submitted in demand form

                             ○ Enters the Demand into the Task field of the Idea

                             ○ Marks the Idea as Completed

Idea to Demand fields

• Description
• Priority
• Portfolio
• T-Shirt Size
• Problem Statement

[Filipe Cruz]

Hi MGR,

When you accept an idea, a demand record is being created automatically.
So I would say you don't need a UI Action to create the demand.

Does this help?

Please, don't forget to mark my answer as correct if it solves your issue or mark it as helpful if it is relevant for you!

Best Regards,

Filipe Cruz

[MGR]

Hi Cruz,

sorry to say it is not creating so we plan to create ui action based on condition and  requirement.

thanks for the reply

[Filipe Cruz]

Hi MGR,

In that case I would recommend a deeper investigation to solve the issue instead of simply creating a customization to do something that is coming OOB.

Question: how are you creating ideas? Through the idea portal? 

From what I saw the "Accept" UI Action is setting the idea state to Accepted (value 2):

Then, when the idea is accepted, there is a business rule kicking in to create the demand out of the idea:

Can you check if you have this Business Rule active?
Or if you are using the state "Accepted" in the idea? If not, the business rule will not be executed.

Please let me know if this helps!

Please, don't forget to mark my answer as correct if it solves your issue or mark it as helpful if it is relevant for you!

Best Regards,

Filipe Cruz