Reassociate Demand Resource Plans to an Epic

[Erik Nelson]

Hello SPM Forum!

I've been tasked with trying to reassociate existing Demand Resource Plans to an Epic when the Epic is created from the "Create Epic" UI Action. I believe it's supposed to copy things over to a Project from a Demand (we have customized away from that it looks like), but I don't see anything on Demand to Epic outside of what I can map through the CSM Table Map. Is anyone currently doing this and/or can anyone advise on a good way to move Resource Plan(s) from a Demand to an Epic?

Thanks,

Erik

[Erik Nelson · Accepted solution]

After a bit of consideration, I found a quick and no-code way to do this using Flow Designer!

Trigger>Created Epic Record where Demand is not empty

Action>Update Multiple Records on the Resource Plan table where Task is the Trigger Record>Epic>Demand and State excludes any state you want excluded. The Field being updated is Task and should be set to Trigger Record>Epic.

And that's it! All Resource Plans that meet the Conditions are moved to their associated Epic and are no longer associated with the Demand from where they started.