Hello,Is there a way when a Demand record moves to the Screening state, to automatically send the assessment to the Stakeholders? The wiki is indicating for one assessable record, I must go to the Assessments->Assessable Records and individually as...
I am trying to create sub-tasks under a Project's Task (in Helsinki verion). Wikis reference that the best way to add sub-tasks is the through the Gantt chart feature, which can be accessed via Related Links. I do not see the Gantt Chart option under...
My company recently bought PPM. They like it for the most part but have a new requirement.The problem they are facing is if they use roles then anyone with that role can see the project but they want access to be configured for each Project at row le...
I created a new Business Rule to prevent Projects being closed without closing the associated Project Tasks. The BR does stop the update from occurring, but the problem I am running into is that the Project Tasks are then all set to Closed Completed ...
Our process for creating new PRJ projects in SN is to start from a Demand, then have a PRJ created from the DMND and fields carried over from the DMND and the PRJ and DMND reference eachother. I was asked to look into the Project Template functionali...
Hi All,In a Helsinki Service now instance, I see it_demand_manager role and demand_manager roles but the description in demand_manager role is given as to use it_deman_manager instead of demand_manager. please let me know the significance of the same...
I am trying to understand how a process of remote file import and transform works. The scenario I am trying to understand is the following:- Import a remote file (it contains new users )- run a transform map to insert the new records into the user ta...
Hello,Do you have any idea how to disable the Project state roll down?Thank you in advance!
We are setting up a regional component on a form so that when a user selects a country, they can select a state (dependent) from that country. We are running into an issue in that we believe the number of US states is too many and causing our dropl...
How to hide the field in the form on load
Hi All,How can we move the Groups and Group members from Dev instance to Test Instance?Thanks,Burra
Hi All,Can we make complete state UPDATE SET to inprogress and will configure the form is possible?Thanks,Burra
Wanted to ask a question about how your company uses/plans to use Approved vs. Completed in the Demand module?Here is a scenario with simple dates to keep discussion quick:Jan 1st - PMO decides a demand is a project that we will work on in the future...
I am trying export records to Excel using the scheduled report, and I am emailing it to myself. I cannot seem to get more than 32001 rows in the exported file. I have set the Export Import parameters as follows:The report is 80K rows, and 4 colum...
Looks like you can relate a Portfolio directly to a Project, but you cannot relate a project to a Portfolio. Is the Portfolio>Project a legacy design. and we should be using the m2m relationship between Projects and Portfolios. Need your assistance...