Convert Idea to Task - add other task options

Dan Brown2 · ‎02-18-2020

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 · ‎02-18-2020

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!

View solution in original post

Michal Gawlows1 · ‎05-05-2020

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:

View solution in original post

Noah Drew · ‎02-18-2020

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!

David M4 · ‎11-29-2022

Thanks for parsing this out, Noah. This helped me figure out that instead of messing with the script include you can just create a new task mapping in the CSM table map (csm_table_map) for the new task choice to appear when using "Create Task", or deactivate a mapping to remove a choice from the list.

In our case, we want to remove project from the list of choices (because we always want them to go through a demand stage) and add change requests.

Aakanksha0 · ‎01-03-2023

Can you please elaborate your answer? That will be very helpful.

David M4 · ‎02-01-2023

Sure: If you view the records in the csm_table_map table (e.g. type "csm_table_map.list" in the navigation menu search box then hit Enter), you will see the records and find out which mappings are active (e.g. in my case "Idea to Demand ", "Idea to Project", etc.). If you open one of these mapping records, you will see that you can create field mappings to carry data between these records, for instance from Idea to Demand. I hope this helps.