Idea Record Migration to New Idea Portal

snolan · ‎10-31-2019

Working with a client that is migrating to New York and want to use the new Idea Portal. I wrote a script that created 'im_m2m_idea_category' mapping records that tie existing ideas to categories. The old ideas are still not showing in the portal.

All the documentation says regarding migrating of ideas is:

'Map your existing ideas to the relevant categories. You then write and use a script to create m2m mapping in the [im_m2m_idea_category] table between existing ideas and categories.

Note: You must map existing idea with appropriate categories for your ideas to appear in the Idea Portal.'

Is there another step that we're missing?

Harsha Lanka · ‎10-31-2019

Hi,

The main intention behind new Innovation management is, It accelerates and organizes idea gathering, evaluation, selection, and execution.

While migrating please make sure on below things:

* Idea table that you are using should extends 'idea_core'

* Assuming module is created already, Please make sure that category table is properly configured with current module.

* Make sure that every idea should have its m2m record in im_m2m_idea_category table. (create m2m mapping in the im_m2m_idea_category table between existing ideas and categories.)

If you are still not able to view the old ideas in Idea Portal, Please try to create a new idea and ensure that is visible in portal or not.

PS: Innovation Management requires a new license. However, If you don't have a license then you can still use your ideas without idea portal.

snolan · ‎11-01-2019

Hi Harsha,

Thanks for the reply. It appears to me that it's all set properly.

* Idea table that you are using should extends 'idea_core'

The Idea table extends 'im_idea_core' table.

* Assuming module is created already, Please make sure that category table is properly configured with current module.

We're using the OOB 'Internal' module so I'm not sure what to check for beyond that.

* Make sure that every idea should have its m2m record in im_m2m_idea_category table. (create m2m mapping in the im_m2m_idea_category table between existing ideas and categories.)

All of the existing Ideas were populated with the same 'Process Improvement' category. Below is an example of one of the previous ideas to be migrated.

If you are still not able to view the old ideas in Idea Portal, Please try to create a new idea and ensure that is visible in portal or not.

Any new ideas that are created from the Idea Portal show and behave as expected.

I ran a list from the root 'im_idea_core' table and all the ideas, new & old, show in the list. One thing I noticed though is that even after I mapped the old ideas to categories, the old ones in the list weren't associated with a module. See a sample idea below:

If I manually assign it to the 'Internal' module, it then shows in the Idea Portal but if I click on the Idea, is get the following error:

Harsha Lanka · ‎11-05-2019

Yes. You should assign module for all the old ideas. But after assigning the module, You should be able to view the idea.

For example: After you click on idea, It will be navigated to Idea View page. Can you confirm that whether it's url has all valid parameters?

Sample URL:
sample.com/idea/?id=view_idea&sysparm_idea_id=cbb0cbeb87f00010cd693a0548cb0b8d&sysparm_idea_table=idea&sysparm_module_id=internal

Do you see if anything is missing?

snolan · ‎11-06-2019

Hi Harsha,

The URL looks right to me.

https://xxxxxxxxx.service-now.com/idea/?id=view_idea&sysparm_idea_id=a5b3d2f41347af80075ab53a6144b0b9&sysparm_idea_table=idea&sysparm_module_id=internal

I validated the sys_id of the idea and it is correct.

Thanks.