Demand field copy to Project

[sip]

Hi Folks ,

I have a requirement where in once am creating a project from demand the requirement field from demand should get copied to the requirement field of project .
PFA ,once I click on that new button on project it creates a new record for project and the value from demand requirement field should get copied to the project requirement field.

Any help would really be appreciated.Thanks in advance folks

[danieltietze]

if you click "new" on the Demand Related List, there's no automation.

The way to create a new Project from a Demand is to use the "Create Project" UI Action form link. This calls a "DemandToProjectCreationHelper" whose job it is to copy fields from the Demand into the newly created project. You can customize this to copy additional fields.

See this thread: https://community.servicenow.com/community?id=community_question&sys_id=150f0fa1dbdcdbc01dcaf3231f96192b

Daniel

[sip]

Thanks Daniel for the response .

But if I have a situation where I need to have the demand field copied to project via that way only mentione in top then how can we accomplish this ? 

[danieltietze]

Create Business Rule on pm_project, run after insert. If field "demand" is set in project, fetch demand.requirement (or whatever your field is), set field value in your project and update it.

Are you SURE you're talking about a "requirement" FIELD? "Requirements" is a related list in Demands. Do you maybe want to copy the objects from that related list into the new project?

[sip]

Thanks Daniel .

Actually in the business scope section of demand we have a field as "requirement " and we have the same field for project in the business scope section which has to be same as what is in demand .

Can you help me with the script which needs to be written for this Business Rule because that would really help me a lot .

Thanks in advance Daniel 🙂