Request G3 directly from G1

sudheermandala2
Tera Contributor

Tuesday

Hi All,

In SPM module, 

 

Requirement : Current system does not allow projects to move from G1 to G3; Not all projects move into the execution or G2 phase from G1. G1 is used to scope out complex projects and determine whether the project is viable. If projects are not viable then the stakeholder should be able to close the project after the G1 phase, skip G2 and go direct to G3.

Business Justification :Not all projects will be successful and get to G2. Projects should be formally closed from G1.

Change Description : As a stakeholder , i want to be able to request G3 stage gate for a G1 approved project. Not all projects will be successful and get to G2. I want to be able to formally close the project and capture actual spend.

Can anyone help me how we can achieve this ?

 

Thank you!

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3 REPLIES 3

M Iftikhar
Kilo Sage

Tuesday

Hi @sudheermandala2, 

 

This can be achieved using the UI action. You can create a form button and in the script field, you can write code to redirect the user to a new G3 form, carrying over the G1's ID to link them. Use sysparm_query to automatically fill in the field on the G3 form that links it back to the original G1 record.

If you need help in code, let me know I'll provide script example.
Hope this helps!

Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.

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sudheermandala2
Tera Contributor
In response to M Iftikhar

Tuesday

Hi @M Iftikhar ,

Thanks for the reply.

Could you please help me with the script it will be helpful.

 

Thanks!

 

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M Iftikhar
Kilo Sage
In response to sudheermandala2

Tuesday

Sure!

Here's the script:

var url = new GlideURL('g3_table_name.do');
url.set('sys_id', '-1'); // This indicates a new record.
url.set('sysparm_query', 'parent_g1_field=' + current.getUniqueValue()); // Pre-populates the G1 reference.

action.setRedirectURL(url);

 

Note: Ensure you have a reference field on the G3 table that points to the G1 table. Replace 'g3_table_name' with the actual table name for G3 and 'parent_g1_field' with the name of the reference field on the G3 table. 


Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.

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