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04-30-2025 02:56 AM
Hi Community,
I am struggling a bit with the internal integration between Demand & Project (Execution Table) and the Planning Item (alignment table).
It seems that when we set up the internal integration, we missed the linking of the "state" field on the planning item to "state" on the project or record - as a result, we cannot see which projects are complete or cancelled when we do portfolio planning (everything appears to be in new or draft).
So my question is, how can I configure the internal integration to include state and trigger a mass update for all Planning Items to update "state" with the "state" from the demand or project?
Kindly
Kay!
Solved! Go to Solution.
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05-01-2025 08:56 AM
Update for anyone who is curious - I had create the Table Maps, but since "state" is a choice field (of sorts), I had not created the "Choice Maps" for the states - once I have done, everything worked fine
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04-30-2025 03:56 AM - edited 04-30-2025 03:56 AM
@KhoendibG You can create an integration mapping for State field and then run a background script for updating all your planning items.
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04-30-2025 06:15 AM
Thanks for the response, @Prashant_S. I have created a new Table Map, now when I update a single record, to change the Project State from 'Open' to 'Work in Progress', the corresponding state field on the Planning Item is now empty and does not populate with anything.
Will the background script fixes this too?
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05-01-2025 08:56 AM
Update for anyone who is curious - I had create the Table Maps, but since "state" is a choice field (of sorts), I had not created the "Choice Maps" for the states - once I have done, everything worked fine
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08-05-2025 02:44 AM
Hello, I created the table maps as suggested, but the states still will not update and I have hundreds of planning items for projects and they are all green, in pending state. Any ideas as to why they are not updating?