Create Project: How to move data from the demand to the created project?

Bob Waltrip · ‎01-15-2019

Hi,

When I create a project from a demand, most of the data copies over to the newly created project. But, for the "Description" field, it is not copied. The Description field on the project is blank. How can I get this field to copy over during the create project?

Also, if I create a custom field on the demand, how do I get that data to copy over to the project. I assume I create the same field on the project as the first step but not sure how to tell the system to copy this data during the copy project.

Thanks,

Bob

sachin_namjoshi · ‎01-18-2019

Hi Bob,

You need to map column names between demand and project.

Please modify script include with below

project.setValue("u_pgroup",demand.getValue("u_pgroup"));

Also, Please make sure that your type of demand is saved as"project" before clicking on "Create Project" UI action.

Regards,

Sachin

View solution in original post

sachin_namjoshi · ‎01-15-2019

This is implemented in OOB script include "DemandToProjectCreationHelper"

Please open DemandToProjectCreationHelper script include and update code to include description as well as your custom field.

Regards,

Sachin

Bob Waltrip · ‎01-16-2019

Thanks Sachin. That worked perfectly for the "Description" field.

But, it didn't work for my custom field. Here are the steps I took. Please let me know what I'm missing.

- Added a field (called 'pgroup') on the demand form

- Added a field with the same name 'pgroup' on the project form

- Added 'pgroup' to the list of fields to be copied in the DemandToProjectCreationHelper script.

I look forward to any help.

Bob

sachin_namjoshi · ‎01-16-2019

Please add below code in script include for your custom field mapping from demand to project

Regards,

Sachin

Bob Waltrip · ‎01-17-2019

Thanks for the help but that didn't work. The pgroup field is still not being populated. Is there somewhere else to add code / update?