Issue with Idea Records

terrieb
Tera Guru

Having an issue with our in house Demand Manager unable to view the available "Create Task" option on the Idea record.

 

He can only see Demand, Project and the TeamSpaces option:

terrieb_0-1724340359661.png

While I, with admin role, can see all of these options:

terrieb_1-1724340385835.png

Assuming this is role issue, but he has the Idea Manager role, so what other role does he need to see all the available options.  He especially wants Epic and Story option.

 

Also, when he goes to look for Ideas, his only option is looking at "My Ideas":

terrieb_2-1724340456368.png

Unlike me, again with admin role, can see this:

terrieb_3-1724340478524.png

 

I am sure this is role related as well - just need to find the correct role for him to be able to do all.

 

Thanks!

2 ACCEPTED SOLUTIONS

The description on the idea_manager_professional role is 

Users with this role can convert an idea to all the entities including demand and project

so that might be worth a try.  Does this user also have the itil role?

 

View solution in original post

This is what my module record looks like

BradBowman_0-1724415577821.png

We were restricting it to itil, but I changed it to idea_manager in this environment and confirmed a user with no roles only saw My Ideas.  I added the idea_manager role to this user, then impersonated them and Create New appeared as expected.

 

An ACL could cause this module to be hidden.  Is the idea_manager user able to create new idea records - either from the list view or a direct URL like this? 

https://<<instance_name>>.service-now.com/now/nav/ui/classic/params/target/idea.do%3Fsys_id%3D-1%26s... 

 

 

View solution in original post

11 REPLIES 11

You usually have to logout and or end impersonation to before seeing these changes.  The Create Task choice list has a different root cause. 

Logged out

 

Logged back in

 

Did impersonation

No change

 

Appreciate the help but obviously something else is blocking this access  

 

Plus like you said the Create Task choice list has to be fixed as well 

 

Thank you 

 

Modules are more or less standalone and should be easier to troubleshoot.  There is the Override application menu roles checkbox, but that immediately didn't make sense as you both see the Self-Service menu that this is under (Ideas is just a separator module).  It's probably worth trying with that checked.  The module(s) you added the role to are under the Self-Service Application menu, correct?

BradBowman_0-1724350268946.png

 

Yes it's under Self Service Application Menu - don't want to remove it from there if I don't have to.  But it's still not showing when I impersonate him.

The description on the idea_manager_professional role is 

Users with this role can convert an idea to all the entities including demand and project

so that might be worth a try.  Does this user also have the itil role?