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!

[Robert Duca]

This should be the accepted solution because it is the best way to achieve what was origninally asked.

Thanks for the information!!

[Rama Jha2]

I came across some issue, where non-admin having idea_manager role is not able to see the popup(UI page) for an option to select various task type and then demand gets automatically created. For admin it is working fine with the proper popup. 

And in the csm_table_map it is active.

[Saraswathi1]

Hi Rama Jha,

did u get any solution for the above issue, we too are facing similar issue for non admin idea_manager role are not able to see the pop up and demand gets created automatically.

Any feedback is highly appreciated.

Thanks,

Saraswathi

[Rama Jha2]

You need to have "idea_manager_professional" role

[danielkillian]

As I also found out, you need this role so that other entries such as Idea to Incident are also visible to non-admins. In addition, the user should also have the authorisation to create incidents in this case. (So he needs ITIL or sn_incident_write roles)

But your tip has brought us a big step forward.

Thank you very much