Hello @Carina Hatfield ,
Thank you very much for the information regarding the move to SPW.. I have a few follow-up questions regarding the transition from the "Classic" UI to the Workspace experience, specifically concerning the conversion of Idea to Demand and existing reporting:
Idea-to-Demand Conversion Redirection: Currently, when an Idea (submitted via the Idea Portal) is accepted and converted to a Demand in the Classic UI, the user is typically redirected to the newly created Demand record in the Classic form.
Once we move to SPW, is there an Out-of-the-Box mechanism to automatically redirect the user to that Demand within the Strategic Planning Workspace instead of the Classic form?
If not, what is the recommended best practice for "hooking" that conversion action to ensure users land in the Demand Workspace?
- Conversion of Demand to Project - Will there be redirect from the demand to the Project Workspace, so when user creates a project from a demand, the user can immediately access easily the Project and continue with editing it in the PW?
Impact on Existing Reports & Dashboards: Many of the stakeholders currently use Dashboards and Reports where Demand numbers are hyperlinked
By default, these links point to the demand table in Classic form. Is there a global configuration or a Workspace-specific routing rule that can intercept these clicks and open the record in SPW?
Is it expected to rebuild these dashboards using within the Workspace to ensure a consistent experience, or is there a bridge for legacy links?
I want to ensure that as we move the "source of truth" for planning to SPW, we don't create a fragmented experience where users are constantly "kicked back" to the Classic UI via, reports, or conversion buttons (which is also a pain point now with a projecs, as the reports redirect users to the classic UI and not to Project workspace)
Thank you
A.
