Ensuring new field updates populate work notes and flow from demand through to project

[Nathan Billing]

Dear Community,

I am a bit of a noob and trying to get up to speed with things and have a few questions/ problems I am trying to work through.  I have not found the answer yet but while I am looking I figured I would reach out.  I recently was tasked with putting a new field onto the demand and project forms for our SPM users.

There are two things I am trying to sort out:

1. I have added an Urgency field to the Demand and Project forms as well as a date field to capture when this was updated.  The users have asked me to look at the details of when this field is changed to be published to the work notes for the demand /project when updated.  I am not sure how to do that 
2. The users have also asked for me to look at having the field flow through so when you create the project from the demand the values that were in the demand flow through to the project.

I wanted to confirm the best way to do that and would appreciate your feedback on how best to achieve this outcome, or if answered already where to look.

Thank you kindly 🐵

[Saurav11 · Accepted solution]

Hello,

if you want any field change captured in the activity of Demand/project just click on the filter in the activity and tick the field which you want, if you want any custom field just click on configure available fields and bring it on the selected portion.

If you wan to map any custom field from demand to project open the script include "DemandToProjectCreationHelper" and add the field names in the below part. make sure the custom field names are same in demand and project:-

Please mark my answer as correct based on Impact

[Nathan Billing]

Thanks @Saurav11 for the prompt response, worked a treat😃