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Resolved! Portfolio does not populate onto the Idea form - Record Producer

Hi,I have created a Record Producer with "select box" variable. I have added choices manually. On the "Idea" form we have "Portfolio" field. Its a reference field.  Whatever value I am giving on the Record producer I want it to go on the Idea form.cu...

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Filtering feature in the project workspace

Hi, allI have a question about the filtering feature in the project workspace.I know you can select more than one candidate if it is a choice, but is there any way to search for “A or B” in a reference or string field? 

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RyoyaFukuda by Tera Contributor
  • 909 Views
  • 1 replies
  • 0 helpfuls

Record Producer dot walking does not work.

Hi, I have created Program variable and added choices to it.I have added Program field dot walking from Demand form onto the Idea form. Whatever value I choose on the variable should go to the idea form field. current.idea.demand.primary_program = pr...

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Unable to activate lens

Hello Everyone, My task is to hide confidential demands and projects from users other than present in allowed list on demand, project record. I have following custom fields on demand and project table,1. Is confidential2. Allowed users To achieve thi...

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Community Alums by Community Alums  
  • 989 Views
  • 1 replies
  • 1 helpfuls

Project workspace draft emails

Hello everyone!does somebody know how to send emails from draft emails related list in project workspace?In the details, compose section, I can save an email as draft, however when I go to draft emails list and open an email, there is no option to se...

Resolved! How a score is calculated in idea management ?

Hi,I have a requirement where we need to add score field in idea form, by default score field is set to read-only and set default value as '0'.how is score calculated in idea, please refer to screen shot  @MarcoN376343603 quick help on this would rea...

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prash4 by Tera Expert
  • 1449 Views
  • 4 replies
  • 1 helpfuls

Demand to Change Workflow

Could anyone share details about their workflows when converting a Demand to an operational Change record? Presently in my organization Change records are strictly an artifact in preparation for any code/build preparing to move from a Sub-Production ...

JR Laprime by Tera Guru
  • 2174 Views
  • 1 replies
  • 0 helpfuls

SPM - Benefits Realization Management

Hi, I was looking at the Product Documentation on SPM and noticed on the graphic below that there appears to be a dedication function called Benefits Realization Management: Does anyone have any information about this new feature??  Obviously there i...

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