Convert Idea to Task - add other task options

[Dan Brown2]

Hi,

On the Idea Form there is the option to 'Create Task'  which gives the option to 'Convert an Idea to task'.  The options available are either Demand or Project.

Is there a way to add other options to that drop-down - e.g. Incident/Service Enhancement?

Many thanks,

Dan

[Noah Drew · Accepted solution]

Hi @Dan Brown !

It should indeed be possible however it may be difficult to configure.

The related code involved:

"Create Task" UI Action on the im_idea_core table

"convert_idea_to_task" UI Page (the popup that is displayed)

"ImIdeaToTaskUtil" Script Include seems to be involved with the "Convert idea to task" Scripted REST Resource on the sys_ws_operation table.

I'm not too familiar with UI Page configuration but this should point you in the right direction.

Hope that helps!

If it did, please mark as Helpful and consider setting the reply as the Correct Answer to the question, thanks!

[Dan Brown2]

Thanks Noah - appreciate the reply

[Saraswathi1]

Hi Dan,

Were you able to figure out the way to add more options to "Convert Idea to Task' page? I have the similar requirement.

Thanks,

Saraswathi

[Dan Brown2]

Hi,

No I didn't find a suitable solution.  We decided to move all Ideas through to Demand and then triage there to either Enhancement, Project, Change or Incident - amending to the option Incident from Defect using this - https://community.servicenow.com/community?id=community_question&sys_id=5a8cf9a51b878010d01143f6fe4b...

[Michal Gawlows1 · Accepted solution]

I know it is old topic but maybe someone will be looking for the solution in the future.

I found and easy solution to this problem by tracking what is happening in the script for UI Action.

There is a table which holds configuration for the choices displayed in modal after you click Create Task.

It is called: csm_table_map.

Just create there a record similar to others:

And inside it configure mapping if needed (with script or basic mapping). You can find examples in other records.

Final effect:

[Jordan Dehneh]

Thank you Michal! It really worked! Much appreciated 🙂