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Copy demand fields to project when project is created via demand.

VedhR
Tera Contributor

‎01-27-2025 11:37 AM - edited ‎01-29-2025 04:46 AM

Copy demand fields to project when project is created via demand.

when a project is created from demand, we need to carry forward some fields from demand to project,

field Investment class is > key initiative and key initiative priority > 8 choices.

help me with a code to carry forward to choices to project from demand.

 

I have written a BR on demand table and when project is created via demand, some fields are copying as expected but the choices field is not copying as expecting, creating a new field on project form.

 

BR script: 

VedhR_0-1738154684793.png

new field is being added:

VedhR_1-1738154752810.png

 

 

VedhR_1-1738006576455.png

 

dictionary info: 

VedhR_2-1738006615842.png

 

VedhR_0-1738006478880.png

 

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1 REPLY 1

JenniferRah
Mega Sage
Mega Sage

‎01-28-2025 05:46 AM

You can add those in the code of the "Create Project" UI Action (action name is convert_demand_project).

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