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

Bob Waltrip
Giga Contributor

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

1 ACCEPTED SOLUTION

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.

find_real_file.png

 

 

 

 

 

Regards,

Sachin

View solution in original post

17 REPLIES 17

sachin_namjoshi
Kilo Patron
Kilo Patron

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.

 

find_real_file.png

 

Regards,

Sachin

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

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

 

find_real_file.png

 

Regards,

Sachin

Bob Waltrip
Giga Contributor

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?