Manually Convert Project Action to RIDAC Action?
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01-16-2024 10:49 AM - edited 01-16-2024 10:49 AM
We are beginning to utilize the Risk, Issue, Decision, Action within the demand & project records. If you follow the standard RIDAC process, in order for any of these to end up in the RIDAC Entries list, they must all start as a 'risk' and be converted into an Issue, Decision, Action, or Request Change which will then add it to the RIDAC Entries list.
We already have a long list of Actions & Decisions on the project that we would like to have appear in the RIDAC Entries list.
Is there a way to manually push an Action or Decision into a RIDAC Action or Decision WITHOUT converting it to another type of entry?
For example, I can only convert my current 'Actions' to a 'Request Change' RIDAC, but I want them to stay as 'Actions' but just be visible in the RIDAC Entries list.
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Project Portfolio Management
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01-17-2024 12:47 AM
Hi,
You would need to link any of your RIDAC records which you want with your Project or Demand records. If these are in bulk and you want them to get attach to a demand or Project then you can follow below steps:
1. You would need an System Administrator role to do this. Try this in Non Prod environment first and then apply the same in Production
2. Navigate to the module "Scripts - Background" under System Definition application menu
3. Run below script:
linkWithProject('dmn_decision'); // Change the Table name to Actions or other RIDAC tables as required
function linkWithProject(tableName){
var gr = new GlideRecord(tableName);
gr.addEncodedQuery(''); //Pass the query which will fetch the list of Decisions or Actions which you want to link with Project
gr.query();
while(gr.next()){
gr.parent = ''; //Pass the sys id of the project or demand record with which you want to link it with
gr.setWorkflow(false);
gr.update();
}
}
Regards,
Shloke
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01-17-2024 04:57 AM
Thanks for the help, but this didn't seem to work. The actions & decisions are already on related lists on the project, they just don't appear when I try to view from the RIDAC Entires list. I tried this with both a test action record & decision record with no luck.